Before joining Avaii, Peter worked as a Financial Advisor for nearly four decades, beginning his career in 1986. As a CERTIFIED FINANCIAL PLANNER (CFP)® professional, Peter focuses on helping clients navigate the financial transitions leading up to and following retirement. His approach centers on building lasting relationships and providing clear, practical guidance through every stage of the retirement journey.
Peter’s areas of specialization include asset management, retirement asset accumulation, and retirement income distribution. His depth of experience allows him to create personalized strategies that support long-term financial security and peace of mind.