Client Advisory


Peter is a Principal based in the Silicon Valley office. He provides investment management and financial planning advice to individual and institutional clients. In this role, Peter stewards his clients toward their financial goals by creating customized solutions that meet each client’s specific parameters.

Before joining Cerity Partners, Peter served as a Director, Wealth Management at B|O|S and as a member of the Financial Planning Team, developing long-term wealth planning strategies for affluent clients. Prior to joining B|O|S, he worked in the Financial Institutions Group at Chubb Group of Insurance Companies, analyzing professional liability risk for banks, insurance companies, and all types of asset management firms. Additionally, he analyzed professional liability risk for publicly traded corporate clients at American International Group.


  • B.A. in Economics, University of California, Berkeley


  • Chartered Financial Analyst®
  • Member of the CFA Institute
  • Member of the CFA Society of San Francisco

Q & A


Why is your specialty important, especially today?

I lead our insurance efforts within our financial planning team. Being based in California, the homeowners/wildfire insurance space has become very challenging for many of our clients. We’ve been able to help clients work through difficult renewals and find cost-effective solutions in this tough marketplace.

What kind of clients work best for you?

I enjoy working with thoughtful people who are good at communicating and listening. I work well with both younger people with years of planning needs ahead of them, and people who are further along in life and enjoying their retirement. My best client relationships are those in which communication is open and easy, and I also like working with people from whom I can learn.

What do you do in your personal life that helps you help your clients?

I read as often as I can and listen to podcasts. Lately, I’ve been staying up on the economist podcast and behavioral finance-related podcasts that usually fascinate me.

How would you describe your best day doing what you do?

The best days are when I’m able to help a client in a meaningful way, whether it’s by solving a problem, finding a planning solution, or helping to alleviate a worry. That’s when I feel like I am making a positive difference in my client’s life.

Connect with Peter

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