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Peter J. Rodick, CRES®

Peter J. Rodick, CRES®

Financial Advisor

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Peter's goal is helping his clients achieve their financial goals to lead a secure lifestyle before and during retirement. As the son of a public school educator and firefighter, he has been specializing in retirement planning for government and non-profit employees in addition to small business owners. Coming from a similar background allows him to deeply connect with his wide-array of client's circumstances.

He is an alumni of Stockton University with a Bachelor of Science in Finance. He is a FINRA registered financial advisor holding the following licenses:

  • 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

Peter is also a Certified Retirement Education Specialist (CRES®), as assisting individuals and small businesses plan for personal retirement goals is a key focus of his practice.

Trust and transparency are the cornerstones of relationships with his clients. As a fiduciary, Peter is legally and morally obligated to 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, where he grew up. He currently resides in Morris County, NJ.