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Providing financial services to the people of the Northwest, a family tradition since 1923.
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Call us toll-free at: 877-875-2639
Local: 253-848-1642
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Visit Our Office:
11627 62nd Ave. E.
Puyallup, WA
98373
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About
The Man behind the Money
Peter Laney grew up in Washington on Queen Anne Hill. He attended Whitworth College, Green River Community
College and graduated from Central Washington University with a BS in Accounting, as well as the College of Financial Planning in Denver. For
over 12 years he was a commercial fisherman in Alaska and fishing for crab on the Bering Sea and purse seining and gillnetting for salmon.
Peter has worked in construction starting as a laborer working up to manager of a large underground utility project.
He is also a house builder and re-modeler. With the help of his friends and brother and sister, he built a 4,000 sq. ft. log lodge in Winthrop. For 14
years he was a post-retirement health care consultant for various Voluntary Employees’ Beneficiary Association (VEBA) Trusts with over $200,000,000 in assets and over 40,000 participants.
He has experience with different types of personal & life insurance trusts and as an advisor to family wealth.
Peter is a CERTIFIED FINANCIAL PLANNERTM Professional and is licensed in the state of Washington as a life and disability
agent. He holds his securities registrations with Lincoln Investment Planning, Inc.
Peter is more than just a businessman, he is an active member of Rainier View Christian Church. His home and office is located on 19 acres of beautiful wetlands with a beautiful view
of Mt. Rainier. Peter enjoys all aspects of the outdoors including bow hunting; in fact he holds a WA state record for the tenth largest elk ever shot
with a bow on the west side of the Cascades. He is also a member of the Cascade Christian Schools school board. Peter’s greatest joy is his family-
he and his wife Annie have three daughters.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP
(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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© 2007 Mountain View Financial Planning. All Rights Reserved
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Advisory services and securities offered through Lincoln Investment Planning, Inc.,
Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC.
Supervising office: Shelgren Financial Group, Inc.
3900 E Valley Rd, Ste 202 - Renton, WA 98057 (800) 367-4388
Mountain View Financial Planning and Shelgren Financial Group are independently owned and
each is responsible for its own business.
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