Stoyan Petev, CFA, CFP®, CLU, ChFc, BPC, brings extensive experience to C2P. His specialty lies in risk management techniques involving investment and insurance products.

As senior vice president of advanced markets, he leads our in-house life insurance platform and supports our advisors with expertise in investment sales and advanced planning. He’s also co-chair of the Investment Committee and Leadership team at C2P’s planning-first RIA, Prosperity Capital Advisors.

Before joining C2P, Stoyan spent nearly 30 years as an advisor and distributor. He developed expertise in products as a research and investment analyst, due diligence officer and consultant. He’s worked with countless clients and financial planning professionals on building and executing the aspects of a holistic financial planning process to meet their needs. As a product expert, Stoyan has consulted on and developed multiple life insurance and annuity products and features for insurance companies.

Additionally, Stoyan has built and cultivated relationships with advisors, product sponsors and servicers as a distributor. He has developed the operational expertise for successful and timely product placement, faster turnaround and revenue recognition.

More About Stoyan Petev

Throughout his career, Stoyan has trained advisors, their staff and team members on many factors:

• Life insurance
• Annuity
• Long-term care
• Disability
• Various investment products

His knowledge of risk mitigation solutions and complex estate and business planning techniques makes him a valuable team member.

Enhancing his expertise, Stoyan holds insurance licenses in multiple states and Series 7, 24, 53, 63 and 65 licenses. In addition to his formal education, he’s a member of multiple organizations promoting lifelong learning in the financial services industry.

Stoyan is passionate about improving financial literacy among immigrant communities to ensure everyone has equal access to quality financial advice. As such, he’s served as an adjunct instructor at Lindenwood University teaching economics, finance, accounting and statistics.

He stays busy helping advisors like you with life insurance strategies and high-net-worth client needs. When he’s not, Stoyan likes spending time with his family, fishing, reading and playing chess. He resides in St. Louis, Missouri, with his wife, Antonia, and their two sons.