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General
About
Pete Bush, CFP® is the co-founder and a partner of Horizon Wealth Management, LLC, based in Baton Rouge, Louisiana. He is a 20-year veteran of the financial services industry. He has focused his career on assisting successful individuals across many walks of life with their personal financial management. His primary clients include business owners and executives, medical and legal professionals and professional athletes.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Registered Principal with Multi-Financial Securities Corporation, a Cetera company. Pete is one of nine advisors selected by Multi Financial’s President/CEO as a member of his President's Advisory Council, in addition to serving on several committees for the broker-dealer. He has received numerous leadership awards over his career in financial services. He is a member of the Financial Planning Association (FPA) and the Financial Services Institute.
Insights from Pete have been featured i
He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Registered Principal with Multi-Financial Securities Corporation, a Cetera company. Pete is one of nine advisors selected by Multi Financial’s President/CEO as a member of his President's Advisory Council, in addition to serving on several committees for the broker-dealer. He has received numerous leadership awards over his career in financial services. He is a member of the Financial Planning Association (FPA) and the Financial Services Institute.
Insights from Pete have been featured i
Haves
Business succession planning, corporate retirement plans, overall financial coordination, investments and insurance, wealth management, cash management, budgeting and goal setting, marketing and client development, business management, asset allocation, retirement planning, education planning
Professional Experience
Aug 1991 - Present
Owner
Horizon Wealth Management, LLC
Financial Services
Horizon Wealth Management, LLC
Financial Services
Horizon Wealth Management, LLC specializes in customized financial planning for business owners, professional athletes, retired couples and other successful individuals.
Jan 1994 - Present
Registered Principal
Multi Financial Securities Corp
Financial Services
Multi Financial Securities Corp
Financial Services
1998 - Present
Financial Advisor
Multi-Financial Securities LLC
Financial Services
Multi-Financial Securities LLC
Financial Services
Multi Financial Securities,
Oct 2008 - Present
Owner
The BamVino
Wholesale
The BamVino
Wholesale
The BamVino (www.thebamvino.com) is a baseball themed wine bottle holder that holds a bottle of wine in the batters hands as though it were a bat. Sitting on a wine bar or counter top, this conversation piece bottle holder is very authentic in its detail and design.
Jun 2007 - Dec 2010
(3 years, 6 Months)
(3 years, 6 Months)
Founder
Baton Rouge Uncorked
Civic & Social Organization
Baton Rouge Uncorked
Civic & Social Organization
Along with six of my friends in Baton Rouge we founded Baton Rouge Uncorked to combined charitable giving with our love of wine and socializing. Our goal is to provide young professionals an opportunity to enjoy good wine and "pass a good time", all while helping support a meaningful local cause.
2009 - 2010
(1 years)
(1 years)
Instructor
Stephenson Entrepreneurship Institute at LSU Baton Rouge
Financial Services
Stephenson Entrepreneurship Institute at LSU Baton Rouge
Financial Services
Education
1985
Bachelor of Science, Louisiana State University and Agricultural and Mechanical College (High School)
Business Management
Business Management
1985
B.S., Louisiana State University (High School)
Management
Management
More about Pete Bush
First Name
Pete
Last Name
Bush
Interests / Hobbies
Baseball, snow skiing, theater, wine, travel, horseracing
My Affiliations
Baton Rouge Uncorked, The Rotary Club of Baton Rouge, The City Club of Baton Rouge, The Baton Rouge General Hospital Foundation, The LSU Alumni Foundation, Tiger Athletic Foundation, The National L-Club, Financial Planning Association, Financial Services Institute
Specialities
Business succession planning, corporate retirement plans, overall financial coordination, investments and insurance, wealth management, cash management, budgeting and goal setting, marketing and client development, business management, asset allocation, retirement planning, education planning
Recently in Baton Rouge
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Pete Bush's Business Networks
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