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(916) 269-0810 | Email Peter

My Philosophy

Investments and finances can be overwhelming when you don’t have a clear picture of where you are or where you are headed. It is easy to get side-tracked and make irrational decisions based on short-term events that can derail your long-term goals. Creating a plan that uses a disciplined long-term approach will help you prioritize your goals and discover what is really important. My goal is to bring clarity and understanding to your unique situation and help align your values with your money.

My Specialties

  • Retirement Planning
  • Financial Planning
  • Retirement Income
  • Investments

My Interests

  • Anything outdoors: Hiking, Skiing, Biking, Golfing,
  • Playing the Guitar, Drums and Writing Music
  • Learning New Things and Reading
  • Spending Time with My Wife and Two Kids

My Qualifications

  • Masters of Science Degree, Personal Financial Planning (2018)
  • Certificate in Financial Planning, Boston University (2012)
  • BA in History, CSU Chico (2004)

My Involvement

  • Financial Planning Association, Member
  • South Placer Estate Planning Council, Member
  • City of Roseville, Transportation Commissioner

My Experience

  • 2016-Present – Genovese Burford & Brothers
  • 2009-2016 – Adams Ashby Financial Advisors
  • 2007-2009 – Smith Barney
Check the background of this firm/advisor on FINRA’s BrokerCheck.