PROFESSIONAL PROFILE
Peter has over 8 years of experience in the financial services industry. His career started after graduating from the University of Central Florida with a Bachelor of Science Degree in Accounting. Peter is passionate about discovering his clients’ financial needs and specializes in providing retirement strategies. He is tri-lingual and is fluent in English, Spanish, and Portuguese.
Peter resides in Oviedo, FL with his wife, Samantha, and their two children. In his free time Peter competes in the Over 40 Central Florida Soccer League and enjoys attending UCF sporting events.
Areas of Experience
- Wealth Accumulation and Preservation Management Strategies
- Investment Analysis and Management
- Retirement Income Planning
- Risk Management Strategies
- 403 (b) Accounts
- Deferred Retirement Option Plans (DROP)
- Florida Retirement System (FRS)
Education and Licensing
- B.S. in Accounting, University of Central Florida
- Series 7, General Securities License
- Series 66, Uniformed Combined State Law License
- Series 65, Uniform Investment Advisor Law License
- Series 3, National Commodity Futures License
- Florida 2-15 Life, Health, and Variable Annuity License
- CPFA® Designation, Certified Plan Fiduciary Advisor
- AWMA® Designation, Accredited Wealth Management Advisor