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Peter is a Certified Financial Planner™ practitioner with over twenty years experience. Peter’s primary focus is the overall financial stability of his clients and the development of retirement plans for small to medium sized companies, utilizing the most up-to-date tools and resources to accomplish these objectives.
Prior to entering the financial services in 1995, Peter worked as an engineer in Southern California. Peter has obtained several Insurance and FINRA licenses including Investment Advisor Representative. Peter’s specialized training for analytical detail has proved to be an important asset in helping individuals and families develop a solid financial plan.
Peter’s areas of specialization include:
- Comprehensive Financial Planning
- Equity and fixed-income investments
- Pension, profit-sharing and 401(k) plans
- Portfolio Asset Allocation
- Cash flow planning in retirement
- IRA’s – self-directed and rollovers
- Stock Options
He is an active member of the Financial Planning Association having served as Chair of the Public Relations committee for the local chapter and as a member of the Pro Bono Committee for the national FPA organization.
Peter is a graduate of the University of California at Irvine with dual Bachelor degrees —Mechanical Engineering and Economics, and he has earned a Masters in Mechanical Engineering.
Peter resides in Denver with his wife Corinne – a tenured professor of engineering at the University of Denver – and two wonderful and precocious children, daughter Samantha and son Pierson. Together they love international travel, skiing, and the Rocky Mountains.
Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC. Investment advisory services offered through A & I Financial Services LLC, registered investment advisor.