Meet Peter – Family Man, Community Leader, Trusted Financial Professional

Peter is a devoted family man who married his sweetheart, Tara, in 2009. They live in Whittier, CA, raising their three children. Actively involved in the community, Peter serves as PTO and Dads Club President and coaches youth sports.

Professionally, Peter has been helping clients with retirement planning, life insurance, estate strategies, and more since 2007. He is a member of AIM Capital and serves as an Executive Committee Member and Agency Director in the Anaheim office.

Licensed in 30 states, Peter is trusted by leading companies like AIG, Corebridge, The Hartford, PRU, and Assurity to provide financial solutions tailored to clients’ needs. Over the years, he has earned numerous accolades for his service and commitment.

Building strong relationships through service is at the heart of everything he does—both professionally and personally.