Vice President, Financial Life Planning
For nearly a decade, Peter has helped individuals and small businesses achieve their financial goals. Peter’s specialty is working with physicians and medical practices. By understanding their unique needs and the changing medical landscape, Peter enables doctors to do what they do best, and simplifies their lives by taking care of their financial planning and wealth management. Peter has developed AEPG Wealth Strategies’ Continuing Medical Education (CME) Seminar series, the only one of its kind in New Jersey.
Peter has experience working with a wide variety of clients, including young people establishing planning strategies, families saving towards education and retirement goals, and individuals managing risk and expenses during retirement. He has always enjoyed providing advice and connecting with people, and his clients see him as a trusted advisor and confidant. Peter takes pride in building relationships that foster collaboration and mutual trust, and in simplifying even the most complex strategies to provide honest and straightforward thinking.
Prior to joining AEPG, Peter was a financial advisor with Wells Fargo Advisors, as part of a team of Barron’s Top 100 Brokers. He has extensive experience in developing and implementing alternative investment portfolios, providing risk management solutions for family home offices, and working with the financial departments of Fortune 500 corporations.
Peter holds the Certified Financial Planner™ (CFP®) designation, which he earned at Fairleigh Dickinson University, and he has a bachelor’s degree in political science from Eastern University. Peter is passionate about health and helping others, and currently serves as a board member with the Enright Melanoma Foundation.
Direct Line: 908-821-9760