Peter Scilovati, CIMA®
Hoover Financial Advisors

Tel: (610) 651-2777
112 Moores Rd, Suite 100
Suite 100
Malvern, PA 19031

Your Bridge to the Future

Hoover Financial Advisors | Financial Advisor in Malvern ,PA


About Hoover Financial Advisors

Your bridge to the future

At HFA, we place equal emphasis on both the expertise we bring and the genuineness of the relationship we develop with you as our client. We believe that honest, transparent, and caring relationships lead to better outcomes for today, tomorrow, and generations to come.

Seeing the positive impact our work has on our clients’ lives make our lives better too. Because as an independent financial advisor, we put our clients’ needs first, above all else.


General Information

Firm Start Year:   2005
No.of Employees:   20-49
Name of Custodial Firm:   Charles Schwab & Co.
States Licensed in:   PA
Number of Years with Current Firm:   5
I work with the following types of clients:   Individual Investors , Businesses , Non-profit


Services

Investment Types:   Mutual Funds , Bonds , Stocks , Annuities , Exchange Traded Funds (ETFs) , Insurance
I can meet clients in the following ways:   At your office , Via email , Via phone , At my office , At your home


Qualifications & Memberships

Financial Organization Memberships:   Investments & Wealth Institute


Firm Information

Assets Managed by Firm:   $900 million


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets


Board Positions

Organization:  Phoenixville Country Club  Phoenixville, Pa.
Position :  Long Range Planning Committee Member


Faqs

  • What is your approach to financial planning? We have a comprehensive, holistic approach to Financial Planning
  • Will you be the only person working with me? I will be your primary contact but at Hoover Financial Advisors a client will leverage our Investment Management and Financial Planning team members.
  • How are you compensated? How will I pay for your services? We are a Fee Based Investment Advisory firm (no Commissions).
  • How much risk should I be willing to take? Risk will be determined by a Risk Tolerance Questionnaire and thorough discussions with our clients.
  • Have you ever been charged with any breaches? No
see more
Peter Scilovati, CIMA®

Peter Scilovati, CIMA®


Peter became a member of the HFA team of financial advisors in 2014. In his role as a financial advisor, he develops, manages and supports client relationships. He shares the firm's values of integrity, transparency and putting clients' interests first.

Prior to joining Hoover Financial Advisors, Peter was an Investment Advisor with Morgan Stanley. Before that, he held National Account positions with several prestigious firms, including Turner Investment Partners and Brandywine Asset Management. He began his career as an Investment Advisor with Prudential-Bache Securities in Philadelphia.

Pete earned the Certified Investment Management Analyst (CIMA®) Designation, an executive education program offered in conjunction with The Wharton School, University of Pennsylvania. CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective guidance to individual and institutional investors.

Peter's vast experience in financial services broadens his perception and understanding of HFA client experiences and requirements. HFA's acclaim and high regard among industry professionals and clients strengthen his product and service deliverables.

Peter is a native of Montgomery County, Pa. He currently resides in Devon, PA, with his wife Jane and three children.

My Team


Sue Finnegan
Sue Finnegan
Sue offers clients more than 30 years of financial experience and has been with HFA since 2002. She handles all types of customer service issues and requests such as distributions, rollovers, asset transfers and establishing all types of accounts. Sue is Insurance licensed and assists HFA with the various insurance needs of clients. Sue's goal is to provide the best client service experience possible. She currently lives in Springfield with her husband and has three children.

John  Furey
John Furey CPA, JD, LLM
John joined Hoover Financial Advisors in 2014 to help clients with tax planning and preparation. In working as an executive for Campbell Soup Company more than 25 years, he is knowledgeable about the tax implications of executive compensation, stock options and restricted stock, incentive programs, deferred compensation, 401(k) and pension plans and employee benefits. He enjoys helping clients do tax planning to achieve their financial goals and prepare for retirement.

Thomas  Balis
Thomas Balis CFA, APMA, CMFC
Thomas joined the HFA team in 2015. His primary responsibilities include the daily management and monitoring of client accounts to ensure proper asset allocation. He helps to provide value added investment solutions to better serve our clients. Thomas oversees the Investment department to construct and rebalance client portfolios; evaluate holdings, and prepare proposals with investment recommendations. He helps to monitor client allocation variances and adjust holdings as necessary. He compl ...more

Gerald  Fahey
Gerald Fahey CFP, EA
Jerry joined Hoover Financial Advisors in 2013 to help clients develop and implement their personalized financial plan. In working as a CFP® professional for many years, he is adept in numerous financial planning disciplines including life, disability and long-term care insurance planning, investment planning, college education funding, wealth accumulation and retirement planning.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Social Networks


tweeter facebook linkedin google plus