About Me

Peter has been in the investment and financial services industry for over 20 years. He is passionate about helping individuals and families find solutions to their unique financial needs and situations.  He works with clients of all backgrounds and financial statuses in the belief that everyone deserves to worry less about their financial future and to live their best lives. A well-thought-out and customized financial plan can help families meet their goals and dreams.  Peter's love for helping people comes from witnessing in his own family both the benefits of long-term planning and the consequences of not having a plan.  Without advanced planning for an unexpected event such as a health emergency, unnecessary worry, and difficulties can occur for your loved ones.

Peter is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT® specializing in strategies for blended families, special needs, and non-traditional families to meet their unique needs and challenges.  These needs are addressed with modern retirement income portfolios and applying behavioral finance techniques. He most enjoys helping families plan for life's twists and turns, long-term goals, college planning, and retirement income. He is a member of the Garrett Planning Network.

Peter has been quoted in the Making of a Millionaire and Go Banking Rates and is also featured on Wealthtender.com. 

Peter holds a bachelor's degree in Public Administration from George Mason University. He lives in Jupiter with his wife Nadia and their two wonderful children Nicholas and Sophia.  In his spare time, Peter loves a good history book when he is not keeping up with current events and the latest financial news.  He enjoys spending as much time as possible at the beach and outdoors with family and friends.

Ready to get started? Schedule An Appointment for a complimentary Get Acquainted Meeting, or send me an email: [email protected].