About
Peter’s career in the financial services industry started in the late ‘90s. Over the course of his long and successful professional journey he has held a variety of roles, all of which have showcased his abilities in retail and institutional sales, as well as relationship management and financial planning.
Currently, Peter is a Senior Vice President, Financial Advisor of Wealth Enhancement Group’s Oakwood Team based in West Los Angeles. In this role, his clients range from those with simple financial planning needs to those in search of complex business succession strategies. In every case, Peter aims to treat each client the way he would want to be treated if their roles were reversed. Peter is a veteran of the U.S. Marine Corps.
Education
- BS, Pepperdine University
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Serving in the military is a profound commitment that utterly transforms your lifestyle. Although it comes with its fair share of rewards, military life also brings a unique set of challenges—especially when it comes to finances.
As a Veteran, you've made sacrifices for our country. In return, our government provides a host of benefits and opportunities for you. However, navigating the financial landscape post-service can be daunting.
