ADVISOR BIO

Peter Wyman is a registered representative with Goldman Sachs & Co. LLC and has been in the industry since August 23, 2013. Peter has passed the Series 79 and SIE exams. Goldman Sachs & Co. LLC is a large financial services firm headquartered in New York, NY. The firm has over 2,000 registered representatives and 2,400 investment advisory professionals.

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ADVISOR BIO

Peter Alexander Snow is an investment advisor representative currently registered with NFP Retirement Inc. located in Aliso Viejo, California. Peter has worked in the financial services industry for over 11 years. Peter holds a Series 6, Series 63 and Series 65 licenses. Prior to joining NFP Retirement Inc., Peter worked for Kestra Investment Services, LLC. Peter is a CERTIFIED FINANCIAL PLANNER™ professional.

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ADVISOR BIO

Peter Chak is a financial advisor with Mariner Wealth. Peter has been a registered representative in the securities industry since December 2015. Peter has experience with both individual and institutional clients. Peter's areas of expertise include financial planning, pension consulting, and portfolio management. Peter also provides educational seminars and publication of periodicals.

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ADVISOR BIO

Peter K. Tang is a registered investment advisor with Transamerica Financial Advisors, Inc. Peter has been in the securities industry for over 6 years. Peter has passed the Series 63, Series 65, Series 6 and Series 26 exams. Peter is registered to provide investment advice in California. Peter is a licensed insurance agent and a real estate agent and has experience in mortgage lending. Peter primarily provides investment advice to individuals and select institutions.

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ADVISOR BIO

Peter Cheng is an Investment Advisor Representative with American Fundstars Financial Group LLC, located in Newport Beach, California. Peter has been in the financial industry since January 2012 and holds a license to operate in California. Peter has a strong track record of providing financial advice to individuals, families, and institutions. Peter specializes in financial planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

Peter Minh Chen is a financial advisor registered with J.p. Morgan Securities LLC. Peter has been in the securities industry since December 2021. Peter is licensed in California. Peter offers financial planning, pension consulting, and selection of other advisors. Peter specializes in Investment Company Products, Variable Contracts, and Securities Industry Essentials.

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ADVISOR BIO

Peter Thomas Waldron is a registered investment advisor representative. Peter is registered in the state of California. Peter is affiliated with Osaic FA, Inc. located in Fort Wayne, Indiana. Peter has been in the financial services industry since 2004. Peter is a registered representative of Lincoln Financial Advisors. Peter is a general partner of Waldron Partners LLC. Peter is a manager and owner of Trailblazer Wealth LLC and is the owner of Eggrs, LLC. Peter works in the following areas: financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.

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ADVISOR BIO

Peter Bell is a financial advisor with Cetera Investment Advisers LLC, a firm with over $100 billion in regulatory assets under management. Peter has been in the financial services industry since September 23, 1993. Peter is licensed in 22 states and is a Certified Financial Planner (CFP). Peter offers financial planning and portfolio management services to a variety of clients including individuals, families, businesses, and institutions.

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ADVISOR BIO

Peter Keller, a Certified Financial Planner, has been working in the financial industry for over 20 years. Peter has a strong background in both investment advising and brokerage services. Peter is currently registered as an Investment Advisor Representative in California and Texas. Peter is associated with Pure Financial Advisors, LLC. Peter has a comprehensive understanding of the financial markets and provides personalized financial advice to help individuals and families achieve their financial goals.

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ADVISOR BIO

Peter Chen Trinh is a financial advisor with over nine years of experience in the financial services industry. Peter has a strong background in providing financial planning, investment consulting, and portfolio management services to individuals, families, and charitable organizations. Peter is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, and 63 licenses. Peter is currently registered with Wealth Architects, LLC, a firm that specializes in providing comprehensive financial planning and investment management services to high-net-worth individuals, families, and charitable organizations. Prior to joining Wealth Architects, Peter worked as a financial advisor at Northwestern Mutual Investment Services, LLC.

SPECIALIZATIONS