Pete entered the financial services industry as a registered representative and a registered securities and options principal for a large investment banking firm. He spent several years traveling the country sharing with folks how to improve their financial lives through a simplified, non-complicated approach.
Currently an Advisor with Florida Retirement Group, Pete is dedicated to client support and the ability to create long-term mutually beneficial relationships. As an Insurance Professional, Pete is partnered with the country's leading providers of financial services and products.
A specialist in Retirement Planning, he works with clients to help them properly prepare for their future. This may include: income protection, asset protection, healthcare, and legacy planning.
A United States Marine Corp veteran, Pete is active in his local American Legion.
Contact Pete today to discuss your retirement planning needs in Lake Mary, Florida.
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Frequently Asked Questions About Financial Advisors in Lake Mary, Florida
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.