Peter is an expert in 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 educators and public government employees. Coming from a similar background, this allows him to deeply connect with his wide-array of client's circumstances.
He is a graduate 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:
- Accident & Health or Sickness
- Variable Life and Variable Annuity
Trust and transparency are the cornerstones of relationships with his clients. Peter is a fiduciary who 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, Peter is cooking, golfing, snowboarding, & spending time with his family on Lake Hopatcong, where he grew up. He currently resides in Morris County, NJ.