CFP®, Series 7, 24 & 63 Securities Registrations*
Pete’s belief in the importance of prudent financial guidance led him to become a founder of the local Institute of CERTIFIED FINANCIAL PLANNERS™ Professional chapter. That level of commitment and dedication, along with nearly 40 years of financial services experience, is what Pete brings to his role at Wealth Enhancement Group. Not only does he want to offer advice that allows his clients to experience financial independence and fulfill their dreams, Pete wants that independence to extend for many generations. He understands the value of family financial planning. He’s seen firsthand how professional money management promotes contentment and quality of life for himself, his wife Beth, their four children and several grandchildren.
- BS - Finance, Shippensburg University
- CERTIFIED FINANCIAL PLANNER™ Professional
Peter serves clients at our Malvern - Liberty Blvd, PA office.
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* Securities registrations are held with LPL Financial, Member FINRA, SIPC.