The Peter Kelleher Team
Senior Financial Planner
As a Certified Financial Planner professional (CFP®) and small business owner for the past 27 years, Peter fully understands and appreciates the discipline, dedication, and hard-work needed to make your goals a reality. It is with this mindset that Peter is able to transcend his financial business knowledge and experience to the families and clients he services.
Peter strongly believes in focusing on the structure of the client’s overall situation to optimize all areas that affect their financial well-being. Educating his clients is essential for the proper implementation and long-term success of the recommended strategies to achieve the desired objectives. By having a plan, clients realize that even the little decisions they make today can have a large impact on their situation tomorrow. However, they also understand that money is very emotional and that the best financial decision is not necessarily the best decision!
The Peter Kelleher Value Add
Peter provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. At Optimize, Peter works alongside an experienced team of licensed portfolio managers to help clients achieve their desired long-term financial and investment goals.
The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. Peter measures his success by how well he has helped his clients achieve their specific goals and objectives.
Peter's Approach to Wealth Management
Optimizing your investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. Peter, along with a licensed portfolio manager from Optimize Wealth, will focus on looking at the complete picture as it relates to your particular situation. They begin this process by listening intently to your specific goals and objectives. They then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs.
Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through Peter and a licensed portfolio manager from Optimize are outlined in detail below.
As a Senior Financial Planner, Peter helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals. Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.
Peter's Wealth Management Team
Head of Financial Planning