Pete works directly with financial advisors to assist in managing the personal finances for each of their clients’ households. He specializes in establishing accounts and generating a variety of portfolio reports for his advisors to review with clients. Clients can contact Pete regarding any needs or concerns they have with their accounts. He also enjoys assisting in portfolio allocation and placing trades at the direction of the financial advisor.
Pete has a Bachelor of Arts degree in Business Administration with a concentration in Finance from California State University Fullerton.
Pete is a sports fanatic that loves watching the NFL and NBA. In his free time, he enjoys reading sports and business articles, and watching scientific documentaries. On vacation, he loves traveling to other countries and experiencing different cultures.