,CFP®, MBA
Pete enjoys combining his lifelong interest in personal financial planning with educating and coaching clients to help them achieve their best possible financial life. He builds financial plans in collaboration with his clients, exploring all potential obstacles and opportunities while leveraging available resources. He finds it both personally and professionally rewarding to guide clients with a steady hand through challenging times, while being there to celebrate their successes.
Pete has decades of financial services experience. Prior to joining Modera in 2018, he worked at a small advisory firm where he launched his financial planning career. Before that, Pete made a career for himself on Wall Street, with the last 20 years spent at Lehman Brothers in corporate treasury and finance roles. It was there that he truly saw how invaluable his “plan for the worst, but expect the best” approach could be in times of stress.
Pete received a B.S. in accounting from the State University of New York at Oswego and an MBA in finance from Baruch College, CUNY. He is a CERTIFIED FINANCIAL PLANNER® professional. Pete is also a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association of New Jersey, where he serves on the Education Committee and is a former Board Member and Education Chair.
Pete lives in Ridgewood, NJ, with his wife. They are enjoying their empty nest, beginning to travel more after raising their three children. Pete also spends time skiing, playing golf, and being outdoors as much as possible.
What do you value most in your client relationships?
Successful client relationships thrive on a shared purpose, built on collaboration, trust, and a commitment to meaningful outcomes. I bring technical and experiential knowledge to the table and the clients bring a willingness to share, communicate, commit and follow through on the plans we have built together.
How do you feel you help to create impact for clients?
I help clients gain confidence to pursue their plans knowing that we have addressed the things that can derail them on their path to success. I provide the discipline needed to follow through, helping to ensure their success. As clients progress into their retirement years, we constantly reassess if the plan is working for them and if new goals or objectives are worth pursuing.
What do you enjoy most about working at Modera?
I enjoy the depth of resources I can tap within Modera to address a client situation. If I haven’t seen it, one of my colleagues likely has and they are very generous with their time and talent when it’s needed for a client.
When you retire you’re going to…?
Travel across the U.S. and abroad, spending quality time with my wife and adult children. Cut down on screen time and focus on real-world experiences.
CERTIFIED FINANCIAL PLANNER®, Master of Business Administration
Baruch College of the City University of New York, M.B.A.
State University of New York, College at Oswego, B.S., Accounting
