I’m here to help my clients achieve important priorities of their lives through financial guidance.
EXPERIENCE:
• 27 years of experience in creating and building lasting relationships with clients and helping them work towrads their financial goals
• Focusing on financial, retirement, estate, and special needs planning
EDUCATION & CREDENTIALS
• MBA – Adelphi University
• BA – University of New Hampshire
• FINRA Series 6, 7, and 63 securities registration
• ChFC (Chartered Financial Consultant) Designation
INTERESTS:
• Catholic Youth Organization (CYO) Swimming - Coordinator and Coach, St. Anne’s Networking Group – Member, St. Anne Parish Faith Formation Program - Instructor
• Member of National Association of Insurance and Financial Advisors (NAIFA), Financial Planning Association (FPA), Million Dollar Roundtable (MDRT)
• Peter and his wife Kimberly have two daughters, Elizabeth and Sarah, and have a dog named Holly.
Phone
(212) 782-1387
Address
1155 Avenue of the Americas New York, New York 10036