Pete has been in the financial services industry since 2007, and is a Chartered Financial Analyst (CFA) and holds the CERTIFIED FINANCIAL PLANNER ™ certification.
Pete applies a comprehensive approach to wealth management for his executive and entrepreneur clients – including strategic asset allocation/location, investment risk management, estate distribution and tax minimization techniques and income administration for retirees.
Pete sits on the boards and investment committees of several civic organizations. He lives in Chagrin Falls with his wife Molly and three children – Peter, Charlotte and Sam (and yellow lab Charlie).
Pete is an advisor with the BeaconCFO Team. Click here to learn more about the services at Beacon CFO.