As a business owner, entrepreneur, and Family CFO, Peter Racen values sharing his expertise to create a comprehensive wealth management plan for his clients.
Having been on the other side of the table, Peter understands first-hand the perspective of business owners and executives. The first 21 years of his professional career were working in a family-owned business that was started by his grandfather in 1946. The company grew over the years, but they were also faced with several issues including the unexpected death of his father at a young age. The business was sold successfully to an outside buyer in 1999.
In October 1999, Peter started his wealth management practice with the goal of sharing his experience as an owner of a closely-held family business to help other business owners address the issues his family faced. Peter’s passion remains focused on helping goal-driven entrepreneurs, executives, and high-net-worth individuals to Protect, Promote, and Preserve the Richness of Life™ – giving our clients time to pursue what matters most.
Imagine a world where your financial advisor, attorney, accountant, insurance specialist, and property/casualty advisor all worked together, like a board of directors on your behalf. This is the type of Collaborative Advisory Team approach we take in our practice. For many driven entrepreneurs, executives, and high-net-worth individuals, a Collaborative Advisory Team of professionals is the most effective and efficient way to achieve your optimal financial world. At Moneta, we’re reinventing the way you experience wealth management.
SPECIALTIES: Portfolio Management | Wealth Preservation & Distribution | Wealth Accumulation | Business Planning | Executive & Employee Benefits | Risk Management | Financial Planning | Concierge Services
Education / Credentials / Professional Designations
- University of Missouri – St. Louis BSBA
- CFP® – Certified Financial Planning™ professional
- AEP® – Accredited Estate Planner®
- WMCP® – Wealth Management Certified Professional®
- CLU® – Chartered Life Underwriter®
- ChFC® – Chartered Financial Consultant®
- CASL® – Chartered Advisor in Senior Living®
Professional associations
- Member of the Estate Planning Council of St. Louis
- Member of the National Association of Estate Planners and Councils
Community Involvement:
- UMSL Accelerate Entrepreneur of the Year Award – founder and lead sponsor
- Chairman of the Legacy Council for the University of Missouri – St. Louis (2013 – present)
- Member of the planned giving committee for the St. Louis Zoo (2014 – present)
- Partner supporter of The Muny – America’s oldest and largest outdoor musical theatre (2015 – present)
- River City Church – finance committee and member (2017 – present)
