Pete Dixon, Cfp®

Pete Dixon, Cfp® Email and Phone Number

Advisor, Partner at Waypoint Wealth Management @ Waypoint Wealth Management (MD)
timonium, maryland, united states
Pete Dixon, Cfp®'s Location
Towson, Maryland, United States, United States
Pete Dixon, Cfp®'s Contact Details

Pete Dixon, Cfp® personal email

n/a

Pete Dixon, Cfp® phone numbers

About Pete Dixon, Cfp®

Pete’s passion is to simplify the process of investing and retirement planning for those in or nearing retirement, and to treat clients the way he would want to be treated.-Advisor, Partner, Waypoint Wealth Management-Past President and Chairman of the Board, Financial Planning Association of Maryland-CERTIFIED FINANCIAL PLANNER™ Practitioner -St. Mary’s College of Maryland—Bachelor’s degree, Economics-Husband, and Father of three-Born and raised in Harford County, MD and currently residing in Carroll County, MD

Pete Dixon, Cfp®'s Current Company Details
Waypoint Wealth Management (MD)

Waypoint Wealth Management (Md)

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Advisor, Partner at Waypoint Wealth Management
timonium, maryland, united states
Website:
waypointwm.com
Employees:
4
Pete Dixon, Cfp® Work Experience Details
  • Waypoint Wealth Management (Md)
    Advisor, Partner
    Waypoint Wealth Management (Md) Oct 2015 - Present
    Timonium, Md
    Independent Retirement Planning, Investment Management, Wealth Management, Financial Planning, Tax Planning
    View
  • Financial Council
    Senior Advisor
    Financial Council 1999 - Sep 2015
    Baltimore, Md
    Retirement Planning, Investment Management, Financial Planning
  • Financial Planning Association Of Md
    Chairman Of The Board
    Financial Planning Association Of Md Jan 2014 - Dec 2014
  • Financial Planning Association Of Md
    Past President
    Financial Planning Association Of Md Jan 2013 - Dec 2013

Pete Dixon, Cfp® Skills

Retirement Planning Investments Strategic Financial Planning Wealth Management Retirement Estate Planning Mutual Funds Financial Analysis Portfolio Management Investment Management Asset Allocation Investment Advisory Asset Management Financial Advisory Certified Financial Planner Finance Financial Services Securities Investment Strategies

Pete Dixon, Cfp® Education Details

Frequently Asked Questions about Pete Dixon, Cfp®

What company does Pete Dixon, Cfp® work for?

Pete Dixon, Cfp® works for Waypoint Wealth Management (Md)

What is Pete Dixon, Cfp®'s role at the current company?

Pete Dixon, Cfp®'s current role is Advisor, Partner at Waypoint Wealth Management.

What is Pete Dixon, Cfp®'s email address?

Pete Dixon, Cfp®'s email address is pe****@****cil.com

What is Pete Dixon, Cfp®'s direct phone number?

Pete Dixon, Cfp®'s direct phone number is +141082*****

What schools did Pete Dixon, Cfp® attend?

Pete Dixon, Cfp® attended St. Mary's College Of Maryland.

What skills is Pete Dixon, Cfp® known for?

Pete Dixon, Cfp® has skills like Retirement Planning, Investments, Strategic Financial Planning, Wealth Management, Retirement, Estate Planning, Mutual Funds, Financial Analysis, Portfolio Management, Investment Management, Asset Allocation, Investment Advisory.

Who are Pete Dixon, Cfp®'s colleagues?

Pete Dixon, Cfp®'s colleagues are David Callan, Grant Palmer Iv, Cfp®, Ea, Grant Palmer Iii, Ms, Cpa.

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