Peter is a graduate of Bentley University, where he earned a BS in finance and is pursuing his MS in finance. He began his career with Shadduck Financial as an intern and has grown into the role of financial advisor. He holds the the CERTIFIED FINANCIAL PLANNER® certification and Certified Plan Fiduciary Advisor® designation. Peter is an ambassador for Quincy Chamber of Commerce, the secretary of the South Shore Young Professionals Board, and is a member of the Rodman for Kids Charity Young Professionals Board.
Peter's Professional Certifications & Designations:
CFP®: CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow. A CFP is like a money coach — someone trained and certified to help you:
- Make a plan for your money
- Save for retirement
- Pay down debt
- Invest wisely
- Reduce taxes
- Prepare for big life goals, like buying a home or sending kids to college
CPFA®: A CPFA is like a retirement plan guide for businesses. They help:
- Set up and run retirement plans (like 401(k)s)
- Choose good investment options for employees
- Make sure the plan follows all the legal rules
- Help employers understand their responsibilities
- Commonwealth Financial Network®
- Our RIA-Broker/Dealer
- I am proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors like me serve their clients.
- Click here to read more about our RIA-Broker/Dealer.
- Commonwealth Research Team
- Commonwealth Advanced Planning Team
- Commonwealth Retirement Consulting Services Team