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Peter Coleman

Peter Coleman

CFP

Peter Coleman CFP®, CLU, ChFC®  Peter has established himself as a Private Wealth Management Advisor. He is well-known as a trusted business advisor to a sophisticated clientele by virtue of his vast experience and, commitment to personal service, and investment strategies that deliver to their intended objectives. In addition to having earned his Certified Financial Planner® designation, Peter was awarded the prestigious Harvard Business School “Leadership Best Practices” certification and the Wharton Business School “Leading and Managing People” certification. He is further certified as a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®).  Peter holds a Bachelor’s Degree in Business Management from the State University of New York, Maritime College