I am a Wealth Management Professional and Financial Planner, focused on high net worth individuals. I specialize in relationship management, business development and marketing. I have a record of attracting assets by creating wealth strategies to meet client needs. I work with individuals, ...more

I am a Wealth Management Professional and Financial Planner, focused on high net worth individuals. I specialize in relationship management, business development and marketing. I have a record of attracting assets by creating wealth strategies to meet client needs. I work with individuals, corporate executives, business owners, widows and members of the armed forces. As a trusted advisor, I provide unbiased wealth planning expertise on: asset allocation/ investments, retirement, trusts and estate planning, philanthropy, and family governance. I enjoy helping clients organize their finances, set goals and find peace of mind. I have strong communication and presentation skills. Advanced degrees and designations: Certified Financial Planner("CFP"), Masters in Business Administration("MBA") Contact information: efpeterkin@earthlink.netless