A thirst for knowledge and dedication to his profession is what marked Peter’s first decade in the financial sector. Peter’s talent and work ethic have seen him rise from a Client Service Associate at a boutique wealth management firm, to the role of Associate Financial Advisor at Wealth Enhancement Group.
On any given day, Peter’s responsibilities might include processing day-to-day client service requests, account onboarding, preparing client reviews, analyzing and comparing prospect portfolios, as well as other administrative tasks. In his free time, Peter enjoys backpacking and rock climbing.
- BS, University of California, Santa Barbara
Peter serves clients at our Los Angeles, CA office.
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