Peter describes himself as someone with strong attention to detail, who consistently tries to deliver the best results to his clients.
Joined Lido: 2023
Homebase: San Diego
Professional Focus: 25 years of wealth management experience serving high-net-worth families, private business owners, corporate executives, and foundations. Pete prides himself on exceptional client service through strong attention to detail and innovative financial planning that upholds the goals of his clients.
Education: UC San Diego
Previous Work Highlights: Spent more than 21 years at Wells Fargo Advisors as a Senior Vice President and more than four years as a Managing Director for First Republic Private Wealth Management.
Personal Facts: Peter is very active in his local community and currently serves on the Betty Ford Center Council. His past philanthropic activities include serving as a board member for The Tariq Khamisa Foundation.
