Peter is a former professional golfer who competed in events worldwide, including the PGA Tour. He's also a proud CERTIFIED FINANCIAL PLANNER™ and fiduciary financial advisor. While he loves helping people from all walks of life achieve financial success, he excels at working with professionals with employee stock options and equity compensation. This specialty allows him to bring more advanced planning capabilities to highly compensated professionals and executives. More about Peter:

• Completed his undergraduate degree at UCLA
• Completed the Uniform Investment Advisor Law (Series 65)
• Born in Dallas, grew up in Encinitas, CA
• Happily married and a proud father of two wonderful daughters