Peter began his career in the wealth management industry in 2004. For over 15 years, he has been serving high net worth individuals and businesses, providing sound and efficient financial strategies to enhance and achieve his client’s financial objectives. Peter has a broad range of specialties, which include cash flow management and wealth transfer & asset protection strategies.
Peter demonstrates his commitment and experience to his clients by being a CERTIFIED FINANCIAL PLANNER™ Professional, and a member of the Financial Planning Association (FPA). The CFP® certification is regarded as the highest standard in financial planning. Peter completed his certification through Boston University.
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0K75864