1333 North California Blvd., Suite 140, Walnut Creek, CA, 94596
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Peter is an IAR utilizing a six-step financial planning process, spending about half his time on this activity. He also provides life insurance analysis and recommendations to individuals and small business owners, dedicating a few hours per week. Additionally, Peter refers clients to estate planning attorneys, spending minimal time on this.