The consultative approach of Falls Advisory Group has developed over Peter’s 15 years of experience. As a Certified Financial Planner® practitioner, Peter believes insurance is an important part of each client’s financial plan. He begins with understanding their goals and defining the risks they want to protect against. The insurance is then integrated with their investment and retirement assets to achieve their personal goals.
Peter works with executives, business owners, families and professional advisors. He focuses on strategic planning for business and succession planning, employee benefits, executive compensation, estate planning and wealth accumulation.
EDUCATIONJohn Carroll University, Bachelor of Science, Business Administration
The American College, Certified Financial Planner (CFP®)
The American College, Chartered Life Underwriter (CLU)
The American College, Chartered Financial Consultant (ChFC)
ASSOCIATIONS & COMMUNITY INVOLVEMENTEstate Planning Council of Cleveland, Board of Directors
University Hospitals Diamond Advisory Group
The Trust for Public Land, Trustee, Ohio Advisory Board
Chagrin Valley Chamber of Commerce, Board of Directors (President 2005-2007)
Western Reserve Land Conservancy
Cuyahoga County Bluecoats