Peter is an independent financial planner with Denali Wealth Management. With a strong foundation in the 403(b) marketplace, Peter has worked closely with faculty and staff at several universities across the Dallas/Fort Worth area, guiding them with their retirement plans.
Peter’s expertise has evolved to focus on holistic financial planning for individuals, retirees, and families. He specializes in helping clients navigate the complexities of retirement planning, investment strategies, and long-term financial goals. Through his work, he finds fulfillment in crafting personalized strategies that bring peace of mind and financial freedom, believing deeply in the importance of financial education and empowerment.
Career Summary
Peter has over 14 years of experience in the financial services industry joining Lincoln Financial in 2011 and most recently with Osaic Wealth since 2024. Peter holds Series 6, 7, 63, and 66 licenses, along with Life and Health insurance credentials in the state of Texas.