Peter Robertson Chfc® Email & Phone Number

Peter has been a financial planner for over 30 years. He is affiliated with Osaic FA. He is a founding member and past Chairman of The Resource Group, an internal, invitation only national association of top planners within Osaic FA, serving highly affluent clients. Peter specializes in Wealth Management, Estate Planning Strategies, and Business Succession Planning.Peter completed his Chartered Financial Consultant’s professional designation in 1991. He holds FINRA Series 6, 7, 22, 63 registrations and Life Insurance licenses. In 2015 and 2017 he was named Osaic FA Planner of the Year.*He completed his BA degree at California State University, Humboldt in 1979 and attended graduate courses at the University of Saint Andrews, Fife, Scotland.Peter enjoys outdoor activities including hiking, mountain climbing, swimming, skiing and travel with family and friends. To celebrate his 60th birthday, with his son Chris, Peter recently climbed to 22,000 feet elevation on Argentina’s Aconcagua, the highest mountain in the western Hemisphere. In April 2022, he trekked to Everest Base Camp with his wife, Diana, and his son, Chris. Successful summits include Tanzania’s Mt. Kilimanjaro;California’s Mt. Whitney, Mt. Wilson, Mt. Baldy, Saddleback’s Santiago Peak, San Jacinto, and San Gorgonio; Washington’s Mt. St. Helens; Hawaii’s Mauna Kea; and Colorado “fourteeners” Longs Peak, Mt. of the Holy Cross, Mt. Aeolus, Kit Carson Peak, and Challenge Point.*This internal award is given to Osaic FA planners each year and is based on sales, quality of service, and commitment to the firm's principles, and is selected by Osaic FA senior managers.

Listed skills include Comprehensive Financial Planning, Wealth Management, Estate Planning, Business Succession Planning, and 6 others.