Pete joined the firm in October 2011 and enjoys his career helping us plan for our clients' financial futures.
After a 30+ year career in Automotive Logistics, Pete decided to combine his lifelong passions of helping others and finance. In 2011, he left his position as Vice President, Vehicle Logistics with Promax Automotive Inc. to enter the financial planning field.
Pete's education includes studies in Accounting at Pace University, NYC and a Bachelor of Arts degree in Business Administration with a concentration in Finance from California State University, Fullerton.
Pete is a non-registered associate of Cetera Wealth Services, LLC. Cetera is under separate ownership from any other named entity.