Peter Englund

Advisor at Fidelity — Vancouver, WA W Columbia Way

Updated today

Credentials

Series 66

Experience

6 years

Location

Vancouver, WA 98660-3613

Fidelity logo

Fidelity

Institution

Total advisors

16,976

Across 1,869 offices

Clients per advisor

141 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Peter Englund is a Financial Consultant who collaborates with clients to create thoughtful financial plans that support their goals, reduce stress, and align their money with what matters most to them. His approach is grounded in leadership shaped by his military service and fueled by authentic connection.

He has professional experience as a Planning Consultant at Fidelity Investments from 2023 to 2024, a Financial Advisor with Cetera Advisor Network from 2021 to 2023, and as an Internal Wholesaler at American Funds from 2015 to 2017.

Outside of his professional career, Peter enjoys baseball, camping, fishing, golf, and parenthood.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

General retirement planning Wealth management

Occupation focus

Military & Veterans

Demographic focus

Mid-Career Professionals Parents

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Location

See office

Vancouver, WA W Columbia Way

655 W Columbia Way, Suite 404

Vancouver WA 98660-3613

Advisors at this office

29

Most active in

Oregon · Texas · Washington

Work history

6 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

FIDELITY INVESTMENTS

2023 - Present • 3 years

Vancouver, WA

Greenwing Wealth, Cetera Advisor Network

2022 - 2023 • 1 year

Helotes, TX

Cetera Advisor Networks

2022 - 2023 • 1 year

El Segundo, CA

United States Army

2018 - 2022 • 4 years

North Pole, AK

Unemployed

2017 - 2018 • 1 year

San Antonio, TX

American Funds

2015 - 2017 • 2 years

San Antonio, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brayden D

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Brayden Disbrow is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, holding a Series 65 designation with one year of industry experience. His work history includes roles at Momentous Wealth Management, Harlow Wealth Management, and the Premier Baseball Club. Momentous Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, managing approximately $410 million for about 492 clients. The firm offers tailored investment advice using a range of securities and incorporates fundamental, technical, cyclical, and ESG analysis methods, with discretionary portfolio management subject to client restrictions.

Wealth management Income planning General estate planning guidance Business ownership considerations General retirement planning

Todd P

AAMS®

Vancouver, WA

Momentous Wealth Management, Inc.

Todd Pisarczyk is Founder, CEO, and Senior Financial Advisor at Momentous Wealth Management, an affiliated SEC-registered investment advisory firm. Todd brings more than 27 years of experience advising individuals and families on wealth management, financial planning, and long-term investment strategy. He began his career in 1999 at a national brokerage firm before founding Momentous Wealth Management in 2004 with the goal of providing comprehensive, fiduciary-based advice through a personalized and planning-focused approach. Under Todd’s leadership, Momentous Wealth Management has grown into an established independent advisory firm with more than $500 million in assets under management. In 2025 and 2026, Forbes recognized Todd as one of the Top Wealth Advisors in the State of Washington, and in 2024, 2025 and 2026, USA Today ranked Momentous Wealth Management among the Top 100 Registered Investment Advisors in the United States, reflecting the firm’s continued commitment to client service and long-term outcomes. Todd works closely with clients, attorneys, and other professional advisors to integrate investment management with broader estate and financial planning strategies. His experience building and leading a successful independent advisory firm provides a strong foundation for guiding the investment oversight and portfolio strategy supporting the trust company’s fiduciary services. Todd earned a Bachelor’s degree in Business Administration, magna cum laude, from Washington State University and holds the Accredited Asset Management Specialist℠ (AAMS®) designation.

Business ownership considerations General retirement planning Retirement income strategy General estate planning guidance Wealth management Self-Employed Attorney Executive Founder/Business Owner Public Service Employee Young Professionals Mid-Career Professionals

Aiden P

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Aiden Pisarczyk is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA. He holds a Series 65 credential and has been with the firm since 2020. Prior to his advisory role, his work experience includes positions in education and customer service. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for around 455 clients. The firm offers customized portfolio management and financial planning services, utilizing a mix of individual securities and third-party sub-advisers, with an investment approach that incorporates fundamental, technical, cyclical, and ESG analysis.

General retirement planning Retirement income strategy General tax planning Retired Self-Employed Technology Professional Young Professionals Career Changers Approaching retirement
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Suzanne H

CFP®, CFA®, Series 65

Portland, OR

Core Planning

Suzanne Highet is a financial advisor at Core Planning in Portland, OR, holding the CFP®, CFA®, and Series 65 credentials with 21 years of industry experience. Her prior roles include positions at The Stanich Group LLC, Highet Advisory LLC, and CTC Consulting, LLC. Outside of her advisory work, she operates Highet Advisory LLC, a business consulting service focused on supporting registered investment advisors with investment programs and portfolio management. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, using a combination of in-house advice, third-party money managers, and model portfolios.

Early retirement planning RSUs / ISOs / NSOs Wealth management ESG / Sustainable investing Passive / index investing HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Women's Finance Approaching retirement LGBTQIA
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Andrew K

Series 66

Scappoose, OR

Columbia Wealth Advisors LLC

Andrew Kangas is the owner and sole advisor at Columbia Wealth Advisors LLC in Scappoose, Oregon, holding a Series 66 designation with 10 years of industry experience. He previously worked at KMS Financial Services, Inc. from 2015 to 2017 and has been with Columbia Wealth Advisors and Realta Equities, Inc. since 2017. Outside of his financial advisory work, Andrew is also a musician who performs at events. Columbia Wealth Advisors LLC is a fee-based investment adviser serving individuals, families, businesses, and nonprofit clients. The firm combines fundamental and technical analysis with asset allocation and cyclical analysis to manage discretionary investment accounts and coordinates with other professionals for estate planning and tax matters.

General estate planning guidance
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Tyler H

Series 63, Series 66

Beaverton, OR

Scout Asset Management

Tyler Hilligoss is a financial advisor at Scout Asset Management with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Arbor Point Advisors, Securities America, Inc., and Signator Investors, Inc. Hilligoss also maintains a licensed insurance agent role, dedicating part of his time to insurance sales. Scout Asset Management provides portfolio management, financial planning, and pension consulting services to individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs both fundamental and quantitative analysis with an investment approach that emphasizes long-term positions and options strategies, offering tailored management aligned with clients’ goals and risk tolerances.

Options & derivatives strategies Private / alternative investments Annuities
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