Seacoast Investment Services
AIF®1, CPFA®, PRIVATE ADVISOR AND RETIREMENT PLAN SPECIALIST
Peter is an enthusiastic and approachable Private Advisor and Retirement Plan Specialist, with more than 20 years of experience in financial services. He is a creative thinker who is highly competent in providing both individuals and businesses with sound financial strategies. Peter monitors the financial status of his clients by tracking changes in wealth and life events, analyzing financial planning goals, as well as identifying and evaluating current financial needs.
As a Retirement Plan Specialist, Peter works closely with businesses of all sizes, focused on designing and optimizing plan solutions. Providing guidance to both plan sponsors and participants requires thorough review of plan design and employee retirement benefits. By carefully considering the needs of plan sponsors, as well as consulting recordkeepers and third-party administrators, Peter develops custom solutions.
Peter is a Pace University graduate with a Bachelors in Business Administration. He has successfully completed the requirements to earn the Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Advisor (CPFA) Designations. The AIF designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility. Retirement plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
Prior to joining Seacoast Investment Services, Peter was a Financial Advisor with Nationwide for 15 years. Peter enjoys spending time with his family, traveling, boating and fishing. He is a parishioner at his local church and an active member of the Knights of Columbus.
1. The Accredited Investment Fiduciary designation represents a thorough knowledge of and ability to apply the fiduciary practices. AIF designees adhere to a prudent fiduciary process and assist others in implementing proper policies and procedures.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Seacoast Investment Services, and may also be employees of Seacoast Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Seacoast Bank or Seacoast Investment Services. Securities and insurance offered through LPL or its affiliates are:
|Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit