Connect with Peter:

As Chief Investment Officer, Peter oversees the firm’s investment committee, research personnel, and tactical strategies. With his deep well of experience, he is just as adept at delving into fine details with individual clients as he is concepting and implementing innovative high level strategy across the firm.

In addition to being the architect for SWP’s overall investment strategy, 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.

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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Schedule a 30-Min Virtual Meeting with Peter

Download Ultimate Guide to Retirement Income:

Utlimate Guide to Retirement IncomeThe 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.

Download Free Copy

How well are you managing your wealth?

Check out the two free tools below to help you gauge where you are with your current wealth management plan. Gain invaluable feedback and the opportunity to discuss your results with Peter in a complimentary strategy session.

The Retirement
Calculator
Spend 2 minutes to determine if you are on-track to enjoy a comfortable retirement. By answering this short financial profile, our interactive retirement calculator will determine how much you need to confidently retire, review your current progress, and outline tangible steps to improve results.

Portfolio X-Ray measures the strength of your stock portfolio by scoring your top ten stock holdings in three critical categories. You will receive valuable feedback to help you gauge the strength of your investing.