Since establishing BlueLine Wealth Advisors in 2002, Peter has been advising individuals and families in all areas of investment planning with special emphasis on investment selection, financial planning, and wealth management. Peter also works with business owners to help design and oversee workplace retirement programs such as 401(k) plans and Profit Sharing Plans.
Prior to BlueLine Wealth Advisors, Peter had a successful career as Vice President at Fidelity Investments and a Vice President at Putnam Investments.
Peter has an MBA degree from Bentley College and a Bachelor of Science degree in finance from University of Massachusetts, Boston. Peter holds the Series 7,63, and 65 securities licenses through LPL Financial. He also holds the Chartered Retirement Planning Counselor (CRPC) Designation (CRPC conferred by the College for Financial Planning).