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Peter Bo R

CFP®, Series 65, EA

Santa Fe, NM

Counterpoint

Peter Rappmund is a CFP® practitioner, a fiduciary, and Enrolled Agent. He is currently the principal at Counter. LLC d/b/a Counterpoint in Santa Fe, NM, and has prior experience at Voya Retirement Advisors, Voya Financial Advisors, MissionSquare Retirement (ICMA-RC), and Better Money Decisions. Counterpoint provides discretionary investment management and comprehensive wealth management services to individual and high-net-worth clients, offering retirement account advice and portfolio construction using ETFs, low-cost mutual funds, individual securities, and alternative investments. The firm employs a primarily long-term investment approach that includes fundamental, technical, and cyclical analysis and supervises third-party managers without receiving compensation from them.

ESG / Sustainable investing Private / alternative investments General retirement planning Student loan debt General tax planning Artists or Creative Self-Employed Entertainment Industry Government Employee HENRY (High Earners, Not Rich Yet) Career Changers Approaching retirement Gen X (Born 1965-1980) Values-based investing
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