Connect with Pete:

Ever the people person, Pete thrives on getting to know his clients on a personal level while helping them realize their financial goals. As a Chartered Retirement Planning Counselor™ (CRPC®) and Wealth Advisor, Pete excels at setting his clients on the path to financial independence. Given Pete’s open minded outlook and friendly demeanor, clients quickly realize they’re in good hands.

Before Pete transitioned to a career in finance, Pete spent years honing his people skills working in hospitality management for major Las Vegas venues like the Hard Rock Hotel, Mandalay Bay, and Palms Casino Resort. Earning his way through college as a bartender and server on the high energy Las Vegas strip, Peter developed keen skills for careful listening, attentive service, and anticipating customers’ needs. Along with his strong business education, he uses these to good effect in working with his clients at Strategic Wealth Partners.

Pete earned his MBA in finance from Cleveland State University and BS in business administration-international business from University of Nevada, Las Vegas.

When he’s not working, Pete enjoys composing and recording music in an eclectic array of genres and practicing Brazilian Jiu-Jitsu. He grew up in Fairview Park, OH and now calls Cleveland Heights home.