Peter has more than 10 years of experience in the financial services industry, specializing in working with physicians and medical practices on their unique needs in the changing medical landscape. He also enjoys helping busy professionals in establishing their planning strategies, families saving towards education and retirement goals and individuals managing risk and expenses during retirement. Peter currently serves as Vice President with the Enright Melanoma Foundation. He is a fan of the Philadelphia Eagles and enjoys coaching little league. He loves taking Disney vacations with his wife Jacqueline and their two sons.
- BA, Eastern University
- CERTIFIED FINANCIAL PLANNER™ Professional
- Accredited Investment Fiduciary®
- Five Star Wealth Manager (2018 & 2020-2021)1
Peter is located in our Warren, NJ office.
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1Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018, 2020 or 2021 FIVE STAR Wealth Managers.
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Warren, NJ office advisors are not affiliated with LPL Financial.