Pete has over 20 years of experience providing financial solutions to individuals, businesses, and organizations. Pete’s integrity and experience enable him to provide personalized financial planning that reflect the values, objectives, and long-term goals of his clients. His focus is assisting pre-retired and retired individuals build wealth and generate retirement income through a comprehensive planning process and ongoing guidance and advice. Through integrated wealth management and estate planning strategies he helps clients enjoy financial freedom and pass on a legacy.
He is an active speaker and educator on a wide range of financial topics including wealth management and retirement income strategies. Pete is deeply involved in the local community and enjoys family activities with his wife Heather and their three daughters.
He is an investment advisor representative with LPL Financial and holds securities industry registrations, including series 7, 6, 63, 65, and 62 registrations through LPL. He also holds the Chartered Mutual Fund Counselor (CMFC) and Chartered Retirement Planning Counselor (CRPC) designations, and has Life, Health, and Disability insurance licenses including the Connecticut Partnership Long Term Care.
*CRPC conferred by College for Financial Planning.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.