Peter provides holistic wealth management services that address the full spectrum of his clients’ financial concerns, including investments, life insurance, family finances, retirement and estate planning.
Working closely with each client, Peter uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts his clients’ needs first. With the plan in place, Peter monitors its performance on an ongoing basis, and makes any adjustments as needed.
Peter has 22 years of investment experience, helping individuals, families and businesses pursue their financial goals. He is actively involved in his community, participating in the Quincy Community Action Program as a volunteer tax preparer. Peter attended the University of Massachusetts where he received a Bachelor’s degree in Economics. He has attained the Chartered Advisory in Philanthropy designation, and is a Certified Financial Planner™.
professional. Peter enjoys golf, bicycling, motorcycles, and summers on the Cape.
Peter’s FINRA registrations held with LPL Financial:
SERIES 7, 24, 63, 65 ,LIFE & HEALTH