Peter is a Financial Professional that is passionate about helping educators achieve their financial goals. He began his Investment Planning Career with New York Life Insurance Company in 2000 after spending 10 years in the Hospitality industry. By representing the insurance companies interests he quickly realized the limitations of not being able to provide more solutions for his clients. The decision was made, he joined CGAA, Inc and never looked back.
Peter takes a very personalized approach to investment planning with a clear understanding that no two investors are the same. He takes the necessary time to become intimate with each situation to provide individualized and personalized advice. Working with CGAA, Inc. and GWN Securities as an Independent Financial Professional, Peter is not beholden to any one investment, insurance company or strategy. This platform allows him the upmost of flexibility to offer solutions specific to the individual needs of his clients.
Peter received his Bachelors in Hotel Restaurant Management from New York Institute of Technology. When Peter is not serving his clients, you can find him watching his kids play baseball and soccer, mountain biking, and playing the drums.