Financial Planning Consultant
Peter joined Baystate Financial in the Summer of 2019 as an intern in the Financial Planning Department, started working full time as a Paraplanner in June of 2020, and transitioned into the role of Financial Planning consultant in June of 2021. As a Financial Planning Consultant, Peter is responsible for overseeing the financial plan development process and he seeks to ensure that they follow a fiduciary standard of care when making recommendations.
HIS ROLE INCLUDES:
- Providing comprehensive financial planning services for clients of the firm
- Analyzing a client’s holistic financial picture to develop recommendations for proposed planning solutions
- Assist planners with managing and improving their fee-based financial planning practice
- Auditing and approving financial plans for planners to deliver to their clients
Peter grew up on Cape Cod, graduated from Elon University in 2020 with a Bachelor’s Degree in Finance, and currently lives in South Boston. In his free time, Peter enjoys sailing, traveling, fishing, skiing, and playing sports.