Financial planning tailored to your goals

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Peter Sanfelippo, CFP®

Director

Branch Manager

I love helping my clients succeed – that is why I am a financial advisor at UBS.  Simply saving money when possible and hoping for the best is not a good strategy – I help my clients take control of their financial future.  We work together to create a detailed plan for all you'd like your wealth to achieve.  As your personal advocate, I provide advice that is tailored to your specific circumstances and priorities.  As your life changes, we adjust your financial strategy to ensure your confidence and peace of mind. 

I am a Certified Financial Planner® and an Accredited Domestic Partnership Advisor with an undergraduate degree in economics and an MBA.  With over 25 years of service, I have had the privilege of working with clients of varying wealth levels and stages of financial development, through a variety of market climates.  My clients include individuals, families of all kinds, and business owners. 

 As a native of Columbus, Ohio, I still keep an eye on all things at Ohio State University.  I attended Washington University in St. Louis as an undergraduate, then obtained my MBA from Saint Louis University.  Due to all St. Louis has to offer, I remain here 30 years later.  My wife Patty and I love watching our children Paige, at DePauw University, and Trip, at Lafayette High School, play golf competitively.  I have served as a Director for the Western Golf Association advocating the Evans Scholar Program.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IL
  • IN
  • KS
  • LA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NM
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

Education

  • B.A. Economics, Washington University in St. Louis
  • Masters of Business Administration, St. Louis University

Credentials

  • Accredited Domestic Partnership Advisor
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered SRI Counselor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Legacy planning
Lending services
Education planning
Long-term care planning
Estate planning strategies
Business Owners
17107 Chesterfield Airport Rd
Suite 200
Chesterfield, MO 63005
  • (636) 534-2614

Email Me

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Your life, wealth and future

Your life, wealth and future

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

Global leader

UBS is a world-leading wealth manager

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

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