Peter is a Financial Planner at Barnum Financial Group that combines his financial acumen with a deep commitment to helping clients meet their short-term needs and reach their long-term goals. He follows the same consultative approach as his fellow team members, emphasizing service, education and uncompromised quality.
Peter is passionate about financial education and conducts seminars on various financial topics of importance to employees at major corporations in the tri-state area. Peter was recognized from 2009 to 2016 at MetLife as a member of their Leaders Conference and has continued to achieve Conference status under MassMutual in 2018 and 2019. He holds his Series 6, 7, 63, and 65 securities licenses and is licensed to sell Life and Health insurance products.
Peter continually pursues further education and has received the CASL®, and ChFC® designations. Peter earned his B.A. degree from Syracuse University and received a Master of Business Administration from The University of New Haven. Peter lives in Middlebury, CT with his wife, Danielle, and daughter, Madison.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT; CA Insurance License # 0H90885