Peter is passionate about helping people use their wealth to connect their purpose and passions in life. He does this by leading the financial education program at Concord Wealth Partners, helping ensure our clients and extended communities have access to accurate, up-to-date, and unbiased educational resources.
Our mission at CWP is to “become our client’s most valuable resource.” We strive to accomplish this by providing robust financial education and solutions through professional advice that is tailored to each client’s unique situation.
Some of the clients we support include:
Peter earned bachelor’s degrees in Business, Operations, and Economics from University of Maryland, College Park. He has worked in the financial services industry since 2019 and held various business and finance positions for both large and small businesses throughout his career. Peter holds FINRA licenses 7 and 66, life and health insurance licenses, and carries several professional designations, including Certified Financial Planner® (CFP®), Chartered Financial Consultant® (ChFC®), and Accredited Investment Fiduciary® (AIF®).
Peter was born and raised in the DC metro area, but has also lived in CO, and loves to travel to other parts of the country. He and his wife, Nicole, currently reside in Maryland. He loves to read, research, cook, and rock climb.
Give us 15 minutes to listen to your situation, then we will connect you with an advisor ready to help you reach your financial goals.
This form is to request an overview of the partnerships Concord has to offer.
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