Peter Vilim
CFP®, CDFA®, CIMA®
Lead Advisor

Peter is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®) and a Certified Investment Management Analyst® (CIMA®). Peter received his B.S from Northwestern University, double majoring in Economics and Theater. Prior to Francis Financial, Peter conducted research and analyzed data for a nonprofit dedicated to providing paid, mentored internships and career-readiness workshops to under-served high school students. Peter goes above and beyond to ensure that his clients are well taken care of in all aspects of their life, especially during times of change and uncertainty.

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*We require a minimum of $2 million in investible assets. If you have questions about this or would like resources to help point you in the right direction, please do reach out and we would be happy to support you.

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