Pete is a Financial Advisor at RMR Wealth, with a planning-first mindset and a passion for helping individuals and families achieve financial clarity and confidence. As a CERTIFIED FINANCIAL PLANNER® professional, Pete focuses on organizing his clients' financial lives, educating them to make informed decisions, and guiding them toward long-term success.
Pete has been in financial services since 2002, through various roles at The Hartford, Sunlife Financial, CION Investments and Fisher Investments. He has been a CFP® professional since 2012 and will continue to build on a successful career built on trust, honesty, and helping others reach their goals. Pete's mission aligns with RMR's core philosophy: to make a positive difference in the lives of the clients we serve.
Outside of his work in financial planning, Pete is actively involved in his community as a youth hockey coach and a board member for the Harding Madison Ice Hockey Association. He lives in New Jersey with his wife and three children and enjoys playing hockey, golfing, and coaching kids' sports.
At RMR Wealth, our creative solutions can assist in getting your financial life on track. Our skilled advisors are here to help you establish and protect your financial future, from retirement savings to investment management.
General Information |
| Firm Start Year: | 1986 | |
| No. of Employees: | 50-99 | |
| automated call: | Yes |
| Name of Custodial Firm: | Fidelity, Charles Schwab |
| States Licensed in: | NJ |
| Number of Years with Current Firm: | 1 |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Foreign Languages Serviced: | English |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Planning |
Services |
| Investment Types: | Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments |
| Can meet clients in the following ways: | Your Office, Video Conference, Our Offices, Your Home, Phone |
Firm Information |
| Assets Managed by Firm: | 2.2b |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Based on Assets, Flat Fee |
Board Positions |
| Organization : | Harding Madison Ice Hockey Association, Madison NJ |
| Position : | Volunteer Board Member |
| Duration : | 1/2020-Present |
Education |
| BA - Industrial Labor Relations | State University of New York at Potsdam - Potsdam, NY 9/1994-5/1998 |
| MBA - Finance | University of Southern Maine - Portland ME 1/2000-12/2001 |
FAQs |
What are your qualifications? What is your education background?CFP® & MBA |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
| NJ, NY, PA |
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