Certified Financial Planner(R)
CurrentA Certified Financial Planner™ with a degrees in economics and engineering, Peter has been a financial consultant since 1995. Peter’s primary focus is on the overall financial stability of his clients and the development of retirement plans for small to medium sized companies, utilizing the most up-to-date tools and resources to accomplish these objectives.Peter has obtained several Insurance and FINRA licenses including Registered Investment Advisor Representative. He is an active member of the Financial Planning Association having served as Chair of the Public Relations committee for the local chapter and as a member of the Pro Bono Committee for the national FPA organization. Prior to entering the financial services industry, Peter worked as an engineer in Southern California. Peter is a graduate of the University of California at Irvine with dual Bachelor degrees —Mechanical Engineering and Economics, and he has earned a Masters in Mechanical Engineering. Peter’s specialized training for analytical detail has proved to be an important asset in helping individuals and families develop solid financial frameworks.Areas of Specialization: • Comprehensive Financial Planning • Equity and fixed-income investments • Portfolio Asset Allocation • Cash flow planning in retirement • IRA’s – self-directed and rollovers
