Peter joined WealthPlan Advantage in 2020 bringing more than 20 years of experience in the investment industry, including expertise in the institutional bond market. Peter currently works with individuals and businesses to help them plan and implement investment strategies.
For individuals and families, he delivers full-service investment management, retirement planning, insurance, and annuity services, and consults with clients on estate planning strategies and trust arrangements. For his business clients, Peter also assists with succession planning and implementing and enhancing 401(k) plans to best meet the needs of both owners and their employees.
Peter will meet with you personally and take the time to understand your unique circumstances. You’ll work together to create a custom-tailored plan designed around your goals.
Peter graduated from Villanova University in 1992 with a Bachelor of Arts & Science degree and earned a full Naval ROTC scholarship. After serving in the United States Navy, he returned to his home state of New Jersey and currently resides in Mendham with his wife Barbara and their son PJ.
Check the background of this investment professional on FINRA’s BrokerCheck.