Pete is a Financial Advisor at RMR Wealth, with a planning-first mindset and a passion for helping individuals and families achieve financial clarity and confidence. As a CERTIFIED FINANCIAL PLANNER® professional, Pete focuses on organizing his clients' financial lives, educating them to make informed decisions, and guiding them toward long-term success.
Pete has been in financial services since 2002, through various roles at The Hartford, Sunlife Financial, CION Investments and Fisher Investments. He has been a CFP® professional since 2012 and will continue to build on a successful career built on trust, honesty, and helping others reach their goals. Pete's mission aligns with RMR's core philosophy: to make a positive difference in the lives of the clients we serve.
Outside of his work in financial planning, Pete is actively involved in his community as a youth hockey coach and a board member for the Harding Madison Ice Hockey Association. He lives in New Jersey with his wife and three children and enjoys playing hockey, golfing, and coaching kids' sports.
BA - Industrial Labor Relations
State University of New York at Potsdam
9/1994 -5/1998
MBA - Finance
University of Southern Maine
1/2000 -12/2001
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