Peter is a financial planner with broad experience in insurance, retirement planning and advisor coaching. He comes to Pegasus Financial Planning from Wealthcare Capital Management in West Chester, Pa., a $2.8B AUM registered investment advisor, where he was one of two senior financial planners creating and monitoring financial plans. He holds the Chartered Financial Consultant designation from the American College and the CERTIFIED FINANCIAL PLANNER™ designation from the CFP Board of Standards.
Peter has long been a proponent of comprehensive, holistic, goals-based financial planning. As a former teacher, Peter values the role that education and collaboration plays in promoting trust between clients, their advisors and their core financial professionals. Peter is a graduate of Millersville University.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.