Pete Bender

Pete Bender is the retired leader of  Yeo & Yeo Wealth Management, the firm’s financial planning entity. Pete is a member of the firm’s Estate Planning team. He joined the firm in 1988 and is based in the firm’s Saginaw office. He served on the Yeo & Yeo Board of Directors from 2015 to 2020.

Specializations

  • Asset management, financial planning, insurance planning, estate and retirement planning, retirement planning for businesses, and business transition strategies
  • Combining the accounting experience of Yeo & Yeo and the wealth management experience of Avantax Planning PartnersSM, work hand-in-hand with clients to connect tax strategy to financial planning goals
  • Guidance Planning Strategies (GPS), a holistic approach that shows clients their entire financial picture for tax advisory and wealth management planning
  • Investments in mutual funds, ETF’s, variable annuities, variable life insurance, unit investment trusts and municipal fund securities for clients

Professional Certifications and Education

  • Certified Financial Planner™ Certification® (CFP)
  • Investment Advisor Representative
  • Michigan Insurance and Variable Annuities license
  • Michigan State University, Bachelors in Accounting
  • Series 6 and Series 63 securities licenses

Professional Membership

  • Avantax Planning Partners Advisory Council
  • Financial Planning Association

Publications / Articles

  • eBook: 5 Ways to Drive Business Growth and Recovery to Fuel Your Dreams
  • Podcast: Retirement Plans and Strategies
  • Podcast: Wealth Management Series – Inflation and Market Volatility
  • Podcast: Wealth Management Series – The Financial Planning Process
  • Podcast: Wealth Management Series – Retirement Plans
  • Podcast: Wealth Management Series – Tax-Smart Strategies for Wealth Transferring
  • Podcast: Wealth Management Series – Tax-Smart Investing and Planning
  • Podcast: Wealth Management Series – SECURE 2.0
  • Podcast: Wealth Management Series – SECURE 2.0: Retirement Plan Enhancements
  • Podcast: Year-End Tax Planning Through a Tax-Intelligent Lens
  • Podcast: Maximizing Impact with Charitable Giving and Tax-Intelligent Strategies
  • Podcast: Legacy Planning: Securing Your Future and Leaving a Lasting Impact
  • Podcast: Securing Your Future With Long-Term Care Planning

Community Involvement

  • Camp Rotary Foundation, treasurer
  • Concordia Center for the Family, board of directors – treasurer
  • Frankenmuth Credit Union, board of directors and chairman (2003-2020)
  • Graduate of Leadership Saginaw Class of 2000
  • Saginaw Rotary Club, Member and past President
  • St. Lorenz Foundation, executive director
  • St. Lorenz Lutheran Church, chairman, service coordinator and usher
  • Valley Lutheran High School, foundation board of directors
  • Wellspring Lutheran Services, board of directors and audit committee

Awards

  • Avantax Planning Partners℠ Client Advocate Award (2024)
  • President’s Club Award from Avantax recognizing outstanding client service and a high level of ethics, integrity and leadership (2019, 2020, 2022, 2023)

Disclaimer

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. 

Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Check the background of Pete Bender on FINRA’s BrokerCheck.