Peter is designated as a Chartered Retirement Planning Counselor, which allows him to utilize a proper and systematic way to plan your retirement and lifestyle income. He uses a consultative process to gain a detailed understanding of his clients' deepest values and goals. He then employs customized recommendations designed to address each client's unique needs and goals beyond simple investments.
Previously, Peter was a Senior Vice President of Investments with Oppenheimer & Co. in New York, and started his financial career 28 years ago.
Peter’s professional designations include Financial Advisor, Registered Principal, Registered Supervisor, Life Insurance Agent and Chartered Retirement Planning Counselor. CRPC® is a unique designation allowing him to better serve his clients than those that advise without it.
Peter works with small business owners and families planning for retirement; his demographic are successful individuals between the ages 40 and 60 years old.
Peter's education in Entrepreneurial Business has led him to form many interests in creating non-profit, specialized organizations that helps small businesses in his community. Peter sits on the Board of Park and Recreation for the Town of Essex. Peter actively coaches an after school basketball program at Essex Elementary School for children ages 4-5 years.
Peter is married to MyLan and they have 3 children. In his free time, Peter enjoys basketball, fishing, tennis, biking, training for triathlons, and reducing his carbon footprint by practicing a sustainable and healthy lifestyle.
Sarner Wealth Management may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. This communication is strictly intended for individuals residing in all 49 states except for Michigan.
Securities and variable insurance products offered through B. Riley Wealth Management, Inc., member FINRA/SIPC. Fee-based advisory services offered through B. Riley Wealth Advisors, Inc., an SEC-registered investment adviser. Fixed insurance products offered through B. Riley Wealth Insurance.
The information provided is not directed at any investor or category of investors and is provided solely as general information about products and services or to otherwise provide general investment education. None of the information provided should be regarded as a suggestion to engage in or refrain from any investment-related course of action as neither B. Riley Wealth Management, Inc. nor its afiliates are undertaking to provide you with investment advice or recommendations of any kind. Sarner Wealth Management does not provide legal or tax advice.
Investments may lose value. Not FDIC insured.