
About
Peter’s career in the financial services industry started in the late ‘90s. Over the course of his long and successful professional journey he has held a variety of roles, all of which have showcased his abilities in retail and institutional sales, as well as relationship management and financial planning.
Currently, Peter is a Senior Vice President, Financial Advisor of Wealth Enhancement Group’s Oakwood Team based in West Los Angeles. In this role, his clients range from those with simple financial planning needs to those in search of complex business succession strategies. In every case, Peter aims to treat each client the way he would want to be treated if their roles were reversed. Peter is a veteran of the U.S. Marine Corps.
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Maximizing benefits, exploring options, and avoiding scams: Discover these five tips designed for the unique needs of Veterans and military families.