About
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 and most recently Vice President, 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.
Education
- BS - University of California, Santa Barbara
Resources from Peter Lin
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