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Peter Kolb

CPA · CFP®
Peter KolbPK

Quick Facts

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About Peter

Peter Kolb joined Inspirion Wealth Advisors in January 2021 after several years in corporate finance, working in roles of increasing responsibility both domestically and internationally.

Peter is a graduate of the Kelley School of Business at Indiana University. He is a licensed CPA and holds CFP® certification.

Outside of work, Peter is an active mentor with Horizons for Youth, a Chicago-based program committed to helping children recognize and achieve their full potential.

Credentials

  • CPA — Certified Public Accountant: a licensed accounting professional with deep expertise in tax and financial reporting.
  • CFP® — CERTIFIED FINANCIAL PLANNER™: a credential requiring rigorous education, examination, experience, and adherence to a fiduciary code of ethics.

Areas of specialization

Investment ManagementTax PlanningRetirement Planning

Q&A

What do you enjoy most about wealth management?

I like the fact that there is a clear logic, but no one-size-fits-all solution for wealth management. It’s a little bit like a puzzle that changes with every client’s goals and motivations, and I love working with people to find solutions to complex problems.

What qualities of yours make you best suited for what you do?

A technical skillset rooted in investment analysis and financial planning and a commitment to understanding and empathizing with people from all walks of life.

What do you love most about being part of Inspirion?

I really appreciate our firm’s wealth of asset management knowledge and experience. Additionally, the opportunity to work with my dad and brothers is unique and pretty cool in my opinion.

What do you love to do outside of work?

Soccer, golf, pickleball — really anything competitive. I also love live music and play piano often. I also enjoy my role as a mentor in the Horizons for Youth program, a community committed to helping children in Chicago recognize and achieve their full potential.

What was the most influential book you’ve read and why?

Thinking Fast and Slow by Daniel Kahneman and Thinking in Bets by Annie Duke. Both discuss the psychology of human judgment and how to factor that into your decision-making, which I find fascinating and widely applicable. On a lighter note, The Pillars of the Earth by Ken Follett was a thoroughly enjoyable read.