Connect with Peter:

As Chief Investment Officer, Peter is responsible for managing the firm’s investment committee, research personnel, and tactical strategies. He specializes in building tailored portfolios for high net worth clients designed to maximize after-tax returns and long-term wealth enhancement.

Peter is a Chartered Financial Analyst and has over a decade of experience in portfolio management/theory, security analysis and economic forecasting. He has previously served in VP roles as a portfolio manager for both one of the nation’s leading banks and multi-family offices.

Peter earned his BA from the University of California Santa Barbara and MBA from San Francisco State University. He lives with his wife, Lindsay, and their two dogs in Northern California and is an avid lover of traveling, good food, and keeping up his skills on the tennis court.

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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
Spend 2 mins. to determine the odds of outliving your assets in retirement. Take advantage of our interactive retirement calculator by answering a 14 question financial profile.

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.