As Philadelphia native, Pete is a CERTIFIED FINANCIAL PLANNER™ professional and has been financial services since 2002 as both an agent and a manager. Pete’s focus on business owners and their families distinguishes him in the industry. Utilizing cutting edge software and technology, he helps his clients plan for the accumulation, management, and distribution of their wealth. He has a vision to help all families navigate their way to the lifestyle they deserve.
Peter currently resides Flourtown, PA with his wife Jessi, and children, Nicholas and Luciana.
Education
St. Joseph University – Bachelor of Business Administration in Food Marketing
Designations
CERTIFIED FINANCIAL PLANNER™
Accredited Investment Fiduciary (AIF®)
Licenses and Affiliations
Series 7, 66, and 24 Securities Registrations (held through Commonwealth Financial Network)
Life and Health Insurances Licenses
NAIFA Member