Peter Kalafa, CFP®, CRPC®

VP - Financial Consultant

+1 781-776-3003

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Retirement Planning Counselor℠
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

0 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2008-present
  • VP., Senior Account Executive, Fidelity Investments, 1992-2008
  • Financial Planner, IDS Financial Services, 1990-1992
  • VP., Garvin Guy Butler, 1982-1990

Education

  • BA, Syracuse University

Personal interests and affiliations

  • FPA of Massachusetts

Standard mailing address:

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

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