Peter Bartone, CRES

Peter started his career in the financial industry in 2000, when he began working for New York Life Insurance. During his time representing the interests of the insurance company, Peter came to recognize how limited his ability was to serve the clients. Shortly thereafter, he joined CGAA, Inc., with the goal of being able to serve our clients without limitations or restrictions.

Peter attended the New York Institute of Technology, where he received his Bachelor’s degree in Professional Studies Hotel and Restaurant Administration. He worked in the hospitality industry for 10 years prior to his career in finances, and now maintains the client-centered attitude he cultivated while working in hospitality. He takes a personalized approach to retirement planning, working to meet each client’s unique needs by customizing the solutions and services he provides.

Peter enjoys mountain biking and playing the drums, and you’ll often find him on the sidelines of his kids’ baseball and soccer games, proudly cheering them on.