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Peter Potestato

Peter Potestato

CEO, Financial Advisor

With 30-plus-years as both financial advisor and father of four, Peter understands the challenges faced at different stages in life. You can rest assured that your investment portfolio has been carefully crafted to best support your unique journey and investment goals.

"From raising a family, to saving for retirement, to helping with aging parents - we're invested in guiding you every step of the way."