Bio: Peter holds series 7, 63, 65 and 24 licenses with FINRA. He also holds insurance licenses in 8 states, as well as CFP, CRPC and MPAS designations.

Bio: Help people solve financial problems

Bio: Somebody asked me what I thought of Switzerland. I said, "Well, the flag is a big plus!"

Bio: I am Owner/Founder of BACK9 Advanced Tax Planning Solutions. I provide clients with proactive, advanced and holistic planning solutions. I enjoygolf!