Peter G. Carolan, Cfp®, Aams, Crpc

Peter G. Carolan, Cfp®, Aams, Crpc Email and Phone Number

Managing Partner at Stelvio Private Wealth @ Stelvio Private Wealth
Peter G. Carolan, Cfp®, Aams, Crpc's Location
San Francisco Bay Area, United States
Peter G. Carolan, Cfp®, Aams, Crpc's Contact Details

Peter G. Carolan, Cfp®, Aams, Crpc work email

Peter G. Carolan, Cfp®, Aams, Crpc phone numbers

About Peter G. Carolan, Cfp®, Aams, Crpc

Peter is the Managing Partner & Founder of Stelvio Private Wealth Management. His firm works with a select contingent of high-net-worth individuals, families, non-profit foundations, and endowments, focusing on holistically managing all aspects of their financial well-being.Accolades include being named to Forbes' "Best-in-State Wealth Advisors: Northern California (High Net Worth)" in 2021, 2020, & 2019. Similarly, for 5 consecutive years dating back to 2017, Forbes' has recognized Peter as one of the nation's "Top Next Generation Wealth Advisors". The Forbes Best in State Wealth Advisors and Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.Peter is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) as authorized by the Certified Financial Planner Board of Standards (CFP® Board). He also holds the Accredited Asset Management Specialist designation which dives into other areas of wealth management and requires in-depth knowledge of the investment planning process. Similarly, he has attained the Chartered Retirement Planning Counselor designation and Accredited Domestic Partnership Advisor designation.Peter attended Santa Clara University earning a Bachelor of Science Degree in Finance with a Minor in Italian Studies. He formed Stelvio Private Wealth in February 2021 after 13 years at Wells Fargo Advisors.This information is intended for use only by residents of AK, AR, AZ, CA, CO, DC, GA, IA, ID, IL, IN, MI, MO, MS, MT, NJ, NV, NY, OH, OK, OR, PA, TN, TX, VA, WA. Insurance licensed in the following states: AZ, CA, DC, NV, NJ, TN, TX (License # 0G39152) Resident State: CT./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Peter G. Carolan, Cfp®, Aams, Crpc's Current Company Details
Stelvio Private Wealth

Stelvio Private Wealth

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Managing Partner at Stelvio Private Wealth
Peter G. Carolan, Cfp®, Aams, Crpc Work Experience Details
  • Stelvio Private Wealth
    Managing Partner
    Stelvio Private Wealth Feb 2021 - Present
    San Francisco Bay Area
  • Real Torino, Inc.
    Ceo
    Real Torino, Inc. Sep 2023 - Present
    Founded in 1988, Real Torino Inc. was the first of Peter Carolan Sr's two companies. The second, founded in 2008, is winding down here in 2024. Due to Dad's passing in September 2023, Real Torino Inc. will go forward with scaled back operations thanks in part to its strong reputation and the loyalty of its vendors and customers. Real Torino Inc. imports Italian foods, most notably breadsticks and bakery aisle products.
  • Wells Fargo Advisors
    Managing Director - Investments
    Wells Fargo Advisors Jan 2008 - Feb 2021
    San Francisco Bay Area
    The Carolan Wealth Management Group of Wells Fargo Advisors.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Peter G. Carolan, Cfp®, Aams, Crpc Skills

Wealth Management

Peter G. Carolan, Cfp®, Aams, Crpc Education Details

Frequently Asked Questions about Peter G. Carolan, Cfp®, Aams, Crpc

What company does Peter G. Carolan, Cfp®, Aams, Crpc work for?

Peter G. Carolan, Cfp®, Aams, Crpc works for Stelvio Private Wealth

What is Peter G. Carolan, Cfp®, Aams, Crpc's role at the current company?

Peter G. Carolan, Cfp®, Aams, Crpc's current role is Managing Partner at Stelvio Private Wealth.

What is Peter G. Carolan, Cfp®, Aams, Crpc's email address?

Peter G. Carolan, Cfp®, Aams, Crpc's email address is pe****@****ors.com

What is Peter G. Carolan, Cfp®, Aams, Crpc's direct phone number?

Peter G. Carolan, Cfp®, Aams, Crpc's direct phone number is +192528*****

What schools did Peter G. Carolan, Cfp®, Aams, Crpc attend?

Peter G. Carolan, Cfp®, Aams, Crpc attended Santa Clara University.

What skills is Peter G. Carolan, Cfp®, Aams, Crpc known for?

Peter G. Carolan, Cfp®, Aams, Crpc has skills like Wealth Management.

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