Michael Peters's Location
Bethlehem, PA, US
Michael Peters's Education
- College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ Capstone Course
- DeSales University
Bachelor's Degree (Accounting and Finance)
- Whitehall High School
Michael Peters's Skills
- Financial Planning
- Tax Planning
- Personal Tax Planning
- Estate Planning
- Trust Taxation
- Estate & Gift Taxation
- Estate Administration
- Trusts
- Gifting Strategies
- Multi-generational wealth transfer
Michael Peters's Summary
Michael Peters, based in Bethlehem, PA, US, is currently a Director of Financial Planning at McQueen, Ball & Associates. Michael Peters holds a CERTIFIED FINANCIAL PLANNER™ Capstone Course @ College for Financial Planning. With a robust skill set that includes Financial Planning, Tax Planning, Personal Tax Planning, Estate Planning, Trust Taxation and more, Michael Peters contributes valuable insights to the industry. Michael Peters has 2 emails on RocketReach.
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Top McQueen, Ball & Associates Employees
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ViewMichael Peters
Shareholder and Director of Financial Planning at McQueen, Ball & Associates
Bethlehem, Pennsylvania, United States11
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