Peter Bradshaw Jr. Chfc®, Cpfa Email & Phone Number

Peter Bradshaw, ChFC®, CPFA, is an Associate Partner at Diamond State Financial Group. Since 2009, Peter has been dedicated to working with private businesses, non-profit organizations and their owners to provide retirement plans (401(k), 403(b), defined benefit), investment and risk management, succession planning and employee focused benefits. His practice is centered on fee-based corporate and personal financial planning and advisory services, tax and wealth protection strategies, and life and disability analysis. Peter strives to deliver the highest level of service and utilizes his experience and expertise to create solutions for highly complex financial circumstances. He has earned his Chartered Financial Consultant designation from the American College and his Series 6, 63, 66 and 7 registrations as well as his Life and Health insurance licenses. Peter has also earned his CPFA designation, which demonstrates his knowledge, proficiency and commitment to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 900 Prides Crossing Newark, DE 19713

Listed skills include Finance, Insurance, Financial Services, Investments, and 13 others.

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  Independent Wealth Consultant

  Diamond State Financial Group

  Jan 2009 - Present

  Peter Bradshaw, ChFC®, CPFA, is an Associate Partner at Diamond State Financial Group. Since 2009, Peter has been dedicated to working with private businesses, non-profit organizations and their owners to provide retirement plans (401(k), 403(b), defined benefit), investment and risk management, succession planning and employee focused benefits. His practice is centered on fee-based corporate and personal financial planning and advisory services, tax and wealth protection strategies, and life and disability analysis. Peter strives to deliver the highest level of service and utilizes his experience and expertise to create solutions for highly complex financial circumstances. He has earned his Chartered Financial Consultant designation from the American College and his Series 6, 63, 66 and 7 registrations as well as his Life and Health insurance licenses. Peter has also earned his CPFA designation, which demonstrates his knowledge, proficiency and commitment to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.Peter is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.