Pete Chandler
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.
1986
50-99 Employees
Fidelity, Charles Schwab
NJ
NJ, NY, PA
1
Businesses, Individual Investors, Non-Profit Organizations
English
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
Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments
Your Office, Video Conference, Our Offices, Your Home, Phone
Fee-Based
$500,000
Based on Assets, Flat Fee
2.2b
Yes
What are your qualifications? What is your education background?
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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