Peter’s goal is simple: To educate his clients and provide a coordinated financial strategy including the areas of Investments, Insurance, debt management and cash flow management. By building a relationship with each client, Peter learns how to help them work toward meeting their goals and objectives. Peter work with individuals, families, small business owners.
Peter is one of the financial professionals at The Bulfinch Group who specialize in working with physicians and dentists sharing best practices and the latest trends in medicine. They often work with physicians as early as their final year of medical/dental school, through residency, fellowship and into practice. They offer specific strategies to the unique financial circumstances that medical professionals face. They average over 25 years’ experience and have clients located across the United States.
One of Peter’s other roles is seeking out talented individuals and helping them develop into productive members of our firm. He is devoted to mentoring new associates as they begin their careers as a Financial Representative with The Bulfinch Group
Peter is an Active Member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, which recognizes the top 5-7% of financial advisors worldwide. Peter is also a member of NAIFA (National Association of Insurance and Financial Advisors). Peter enjoys coaching youth sports and currently coaches Soccer and Lacrosse and is currently serving as the Director of Ashland Youth Lacrosse.
Peter, his wife Marcy and their two sons, Jacob and Andrew, reside in Ashland.
The Living Balance Sheet®-Personal Tour
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Registered Representative of Park Avenue Securities, Financial Representative of Guardian. CA Insurance license #OF49210.