Peter is an independent financial planner with 23 years of experience in the Delaware Valley. As a financial services professional, educator and speaker, Peter's credentials include the Chartered Financial Consultant (ChFC) designation.
Peter takes a holistic approach to retirement planning that includes Life Planning. Life Planning combines a thorough understanding of the client's life goals, with the creation of a financial plan and its implementation, allowing individuals and families to plan their retirement years based on their life's goals and aspirations, and on how money serves those goals.
Peter's ideal client is goal oriented, advisor receptive, and would like ongoing, professional advice. As he states, “My clients are good at what they do, and also know what it is that they are not good at. They appreciate being understood deeply, and they listen well. I believe they want a relationship with a professional advisor who is caring, attentive, and experienced in guiding multi-generational family financial issues, and they appreciate working as a team in order to "get it right.”
Peter also facilitates focused, educational retirement planning seminars intended to empower individuals and families to make better choices regarding their current and future financial issues. Peter lives in West Grove, PA and is devoted to his family including his wife Edel and his three sons. When Peter does take time for himself he enjoys biking, tennis, and loves singing as a tenor soloist in the West Grove United Methodist Church.