As Chief Investment Strategist, Peter manages a nationwide roster of SWP’s largest clients. He is particularly skilled at creating custom built financial plans designed to maximize retirement income, increase investment performance, and decrease the lifetime tax bill. In short; Peter thrives on removing the stress of financial planning by helping clients retire on their terms. In addition to his client responsibilities, Peter oversees the strategic direction and implementation of SWP’s alternative investment platform.
As a Chartered Financial Analyst (CFA®), the highest level of professional recognition in the financial industry, Peter has 15 years of experience in portfolio management, investment research, and planning strategy. He has served in various senior VP roles as a portfolio manager in the asset management, banking, and family-office industries.
Peter earned his BA in history from the University of California Santa Barbara and his MBA in finance from San Francisco State University. When he’s not in the office, Peter can be found spending time with his family, traveling, appreciating global cuisines, hiking, and working on the tennis game.
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The foundation of any solid retirement is income. Peter shares tangible steps to maximize that income in today’s low interest rate world in this comprehensive guide.How well are you managing your wealth?
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