My Qualifications

Peter has been an insurance agent in Palm Beach County since 1983. He is a member of the National Association of Insurance and Financial Advisors, member of the Estate Planning Council, and member of the Planned Giving Council of Palm Beach County. Peter is a founding and charter member of the Palm Coast Association of Health Underwriters and past President. He was the recipient of the Palm Coast A.H.U. member of year award in 1992 and has qualified for the Lifetime Leading Producers Round Table and the Million Dollar Round Table. Peter has appeared as a guest speaker on the TV show "Wealth & Wisdom".

Peter has the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations earned through the American College. Peter received his Certified Fund Specialist designation from the Institute of Business & Finance. The CFS program provides advisors to consult their clients on the advisability and cost of acquiring or retaining mutual funds in their portfolio.

Peter at desk

Peter received his Registered Health Underwriters designation from Northeastern University. The RHU designation signifies that an agent meets the National Association of Health Underwriters standard for professional performance and conduct and has successfully completed all of the RHU examinations.

Peter has also received the designation of Chartered Retirement Planning Counselor sm (CRPC®) from the College of Financial Planning. The CRPC® program provides the advisor with a process and the basic technical knowledge to accomplish retirement planning to meet the needs of individuals.

September 1, 2013 Peter earned the Chartered Advisor in Philanthropy (CAP) designation from the American College.  The CAP progran provides professionals in the non-profit and financial services field that work with individuals and families in the development, and implementation of philanthropic programs with the knowledge, and tools needed to help clients reach their charitable giving objectives while also helping them meet their estate planning and wealth management goals.

Peter is an Investment Advisory Representative and offers investments and advisory services through Lincoln Financial Securities Corporation. Member FINRA, SIPC.