Raised in Fair Oaks, CA, Peter has over nine years of experience in the financial services industry helping people prepare for retirement and beyond. Before joining Journey Advisory Group, Peter spent six years as a Financial Advisor with a national financial firm. Peter holds both an MBA and a bachelors in business administration from the University of San Francisco, where he majored in Finance.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner and is a member of the Financial Planning Association of Northern California. He is active in the local Knights of Columbus and USF alumni. Peter and his wife, Dianne, enjoy spending time with their two young sons, Michael and Andrew-- coaching soccer, hiking, skiing, traveling and reading. Since his wife and sons speak Portuguese, he is also learning the language with the goal of one day being able to speak with confidence while visiting the Azores, Portugal!