Investment Advisor Representative
Peter joined Wealth Analytics in 2019 as an Investment Advisor. A graduate of UCLA, Peter competed on the golf team at UCLA, played professionally around the world for 10 years, and helped manage, consult for, and grow multiple businesses in the golf industry. He has had a life-long passion for personal finance, investing, and helping people make the most of their money. Peter brings a unique perspective for combining modern technology and personal finance to Wealth Analytics.
Peter specializes in working with Tech and Life Sciences professionals to make the most of their benefits, equity compensation and employee stock options. He has a personal blog where he writes about all this finance for people in Tech and Life Sciences, click here to visit his blog.
When he is not working with clients on their financial plans, goals and investment strategy, you can find him surfing in Cardiff, on the golf course, or walking his dogs along the beach with his wife and newborn daughter.