Peter Westman, Cfp®, Bfa™ Email & Phone Number

Phoenix, Az, Us

Chandler, Arizona

Scottsdale, Az

Scottsdale, Az

Peter Westman, CFP® is a Planner for LearnVest, who works with clients across the country to provide judgment-free advice on everything from budgeting through investing and even insurance and estate document considerations to help make sure clients are financially secure.

Tempe, Az

The M Group & Associates is the only ING agency in Tempe and one of two in the state of Arizona! Our ING branch office in Tempe is specifically dedicated to working with current undergraduate and graduate students at Arizona State University and helping them build successful careers in the financial services world. We make the training with our internship program a focal point at The M Group which allows us to create and maintain successful financial advisors for years to come. It is a fantastic opportunity for any current student looking for a fun, fast-paced work environment with the opportunity to grow within the company!

Phoenix, Arizona Area

Served up to 100 customers per day by waiting tables, bringing drinks, clearing dishes, and cleaning tables. Operated Point of Sale (POS) station to process credit card, cash, and check payments totaling up to $1,500 per shift. Communicated with and ensured all guest tables were accounted for and satisfied.