Andrew Peter, CFP®

VP - Financial Consultant

+1 513-337-5577

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Director, Retirement Planner, Fidelity Investments, 2018-2019
  • Retirement Relationship Manager, Fidelity Investments, 2016-2018
  • Investment Consultant, Fidelity Investments, 2014-2016

Education

  • Executive Planning Certificate, Ohio State University
  • BA, Philosophy, University of Cincinnati
  • BA, Political Science, University of Cincinnati

Personal interests and affiliations

  • March of Dimes - Current
  • Ronald McDonald House - Current
  • Pancreatic Cancer Action Network - Current
  • HMC - Heritage at Miami Bluffs - Current

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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