Broker Check
Eric J. Bergenn, Financial Planner
Peter Barker

Peter Barker

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.

CRN202303-280252