Peter J. Rodick, AIF®, CRES, NEA® Retirement Specialist
Financial Advisor
Peter assists his clients achieve their financial goals to lead a secure lifestyle before and during retirement. As his family members were primarily public employees, his background allows him to specialize in retirement planning for public and non-profit employees, such as public school educators, in addition to small business owners. Understanding the unique challenges that face these individuals allows him to deeply connect with his client's circumstances.
Peter is an Accredited Investment Fiduciary® (AIF®), Certified Retirement Education Specialist (CRES), and NEA® Retirement Specialist, as assisting individuals and small businesses plan for personal retirement goals is a key focus of his practice. As a fiduciary, Peter is obligated to always act in his clients’ best interest, which he takes great personal pride in.
When he’s not assisting clients, he enjoys cooking, golfing and spending time with his family on Lake Hopatcong. He currently resides in Morris County, NJ.
He is an alumni of Stockton University with a Bachelor of Science in Finance. He is a FINRA registered financial advisor holding the following registrations through Lincoln Investment:
- Series 7 - General Securities Representative Examination
- Series 66 - Uniform Combined State Law Examination
He also holds the following insurance licenses:
- Life
- Accident & Health or Sickness
- Variable Life & Variable Annuity