Andrew J. Peterson
Investment Advisor and Managing Director
Andrew is a Grove City College Alum and decided to stay in Pittsburgh and start his career with his firm in the financial services industry. Andrew is married to his lovely wife Sally and blessed with a 9 year old daughter Gabby and a 7 year old son Elijah. Andrew is a member of Mount Nebo Presbyterian Church were he serves the church working on the Session. Family values and commitment to community are part of the unique perspective Andrew takes in helping families and businesses in the areas of Wealth Creation and Wealth Protection Planning. Andrew works to help people determine what Financial Independence means to them. Then together help you to execute brilliantly and avoid the financial pitfalls many people face ill prepared.
Strategies include insurance planning, tax reduction techniques, lowering overall financial risks and increasing the efficiency and effectiveness of financial decisions.
In addition, our state-of-the-art technologies help people to achieve a higher overall level of financial balance and organization.
Specialties: Insurance and Investment Planning and Asset Management, Financial Strategies, Business Continuity Planning, Retirement Plan Design, Executive Benefit and Bonus Plan Design, Cash Flow Design and Analysis, Asset Protection Planning, Estate Planning
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA License #0G21288 AR License #7100188