Meet the TEam

Peter Brunton, CFA®, MBA

Founder - Soleil Capital Advisors


As founder and lead advisor for Soleil Capital Advisors, Peter oversees the firm’s investment platform and works with high-net-worth individuals and retirees to build custom financial plans.

Peter’s goal is to take the stress out of retirement planning. That requires working with the team to build concrete plans that coordinate all components of your financial picture in order to lower risk, create growing income, and ultimately more money in your pocket net of taxes.

As a Chartered Financial Analyst (CFA®), the highest level of professional recognition in the financial industry, Peter has over over 15 years of experience in portfolio management & financial planning. He has also served in various VP and senior portfolio manager roles with major banking and asset management firms.

Peter earned his BA in history from the University of California Santa Barbara and his MBA in finance from San Francisco State University. When he’s not in the office, Peter can be found traveling, spending time with his wife and two daughters, appreciating global cuisines, or honing his skills on the tennis court.

Meet the Team


  • Senior Advisor / Alternatives Due-Diligence

    With over 20 years in finance spanning stockbroking, commercial real estate, banking, and venture capital, Anthony brings institutional-level investment insights to retirement-focused clients. After co-leading a team at U.S. Bank alongside Peter Brunton, he was recruited to help build a global venture capital fund, working with sophisticated money managers across Europe, the Middle East, and Asia. This rare experience revealed powerful wealth preservation strategies typically reserved for institutional investors—approaches he now adapts for individual clients. Anthony's investment philosophy, shaped by watching his mother lose her wealth, emphasizes protecting capital first while helping clients achieve financial independence more efficiently than traditional portfolios allow. He holds an MBA and a Master's in Finance from a CFA partner program.


  • Senior Advisor / Fixed Income

    Tim brings over 30 years of experience leading the institutional fixed income sales teams of large banks and asset mangers. Most recently as the Director of Institutional Sales at Truist Securities.

    His extensive experience spans multiple market cycles; giving Tim a keen insight into the intricacies of investing and portfolio construction.

    In Tim’s free time, he can be found on the golf course or the plane seeking the next family adventure.

We can help.

 

Expertise

Place your trust in a highly credentialed team that knows their stuff and puts your interests first. We strive to build world-class planning and investment solutions by constantly staying on top of evolving industry trends and best practices.

Planning

Delivering exceptional results requires creating strategies specific to your needs. We build custom financial & retirement plans with one goal in mind…helping you reduce stress and accomplish your goals!

Education

Planning and investing are not topics often covered in school. We help empower you to make smart financial decisions though regular classes and seminars.