Retirement Planning Specialist
Pete is committed to working with his new and existing clients to help them prepare for the joys of retirement. In addition to his many years of management experience he has received his Retirement Planning Specialist designation from the Wharton School in Philadelphia. Pete offers customized guidance and strategies to help his clients achieve their current goals as well as positioning them for a successful retirement. His focus is to provide innovative and practical financial programs for his many valued friends and clients.
Pete is originally from Kansas City, MO, graduated from Southwest Missouri State University with his Bachelor of Science in Business Management and spent the majority of his professional life in Executive Management.
Pete was married in 1985 to his wife Cherylanne, a Colorado native and they have two sons.
Pete is very active in his church. His hobbies include automotive repair and performing home improvements on his own house as well as working with his neighbors and friends on whatever need arises.
Pete has a passion for helping others and loves what he does as a Financial Professional. “ When I go home after helping my clients, I have a feeling of satisfaction that I never experienced in all my years of executive management. This satisfaction is what motivates me to arrive at the office early every day and work hard for my clients.”
California Insurance License #: OI88517