A Certified Financial Planner™ with a background in economics and engineering, Peter has been a financial consultant since 1995 and has an additional 4 years of investment experience in the stock market. Peter's primary focus is on the overall financial stability of his clients and the development of retirement plans for small to medium size companies. In order to provide the most up to date resources to accomplish these objectives, Peter has obtained several NASD and Insurance licenses. He is an active member of the Financial Planning Association, serving as Chair of the Public Relations committee. Prior to entering the financial services industry, Peter worked as an engineer in Southern California. Peter is a graduate of the University of California at Irvine with Bachelor degrees in both Mechanical Engineering and Economics, and a Masters degree in Mechanical Engineering. His specialized training for analytical detail has proved to be an immeasurable asset in today's volatile market.
Areas of Specialization -
• Comprehensive Financial Planning
• ICICEquity and fixed-income investments |
• Pension, profit-sharing and 401(k) plans
• Portfolio Asset Allocation
• Mutual funds and Unit Investment Trusts for Growth and Income
• IRA's - self-directed and rollovers
• Stock Options
