Peter has more than 10 years of experience in the financial services industry, specializing in working with physicians and medical practices on their unique needs in the changing medical landscape. He also enjoys helping busy professionals in establishing their planning strategies, families saving towards education and retirement goals and individuals managing risk and expenses during retirement. Peter is a four-time recipient of the FIVE STAR Wealth Manager Award (2018, 2020-2022)*.
Peter currently serves as Vice President with the Enright Melanoma Foundation. He is a fan of the Philadelphia Eagles and enjoys coaching little league. He loves taking Disney vacations with his wife Jacqueline and their two sons.
Fit Finances A Financial Advisor Gives Insider Tips on How to Keep Your Wallet Healthy
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“In divorce cases, many people forget to remove their previous spouses as beneficiaries after the divorce is finalized. In the case of New Jersey, state law allows for this omission by assuming the divorced spouse is "pre-deceased" for the purpose of the estate. This clears the way for children to become the next beneficiary. It sounds like the pension department needs to prove this in order to confirm that you are next in line.”