Pete Liao, CFP® in

Pete Liao, CFP®

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Wealth Management Advisor at Northwestern Mutual
📍 New York, New York, United States

Pete Liao is a Wealth Management Advisor with over two decades of experience, including 12 years on Wall Street at Merrill Lynch and Bank of America. A University of Florida alumnus and CERTIFIED FINANCIAL PLANNER™, he specializes in guiding high-performing professionals through complex financial decisions.

He has been recognized by Forbes as a Best-In-State Financial Security Professional for four consecutive years.

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Experience
29 Years
Current Role
Wealth Management Advisor
Location
New York, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Pete cares about

Complex Financial Planning
He focuses on guiding professionals through complex financial decisions involving tax-efficient investing, estate planning, and retirement strategy.
Tax-Efficient Investing
A core part of his value proposition is building investment strategies that are optimized for tax efficiency to improve long-term outcomes for clients.
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Career

Work history

8-2009
Wealth Management Advisor
Northwestern Mutual
4-1999 - 4-2009
High Grade/High Yield
Bank of America
4-1997 - 4-1999
Private Client Group
Merrill Lynch
In the press

Media appearances

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Education
1992 - 1996
Bachelor
University of Florida - Warrington College of Business
2012 - 2024
CERTIFIED FINANCIAL PLANNER™ Certification Program
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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