Peter Bobolia Email & Phone Number
Client Wealth Strategist @ Destiny Capital
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Peter Bobolia Location
- Jupiter, FL, US
Peter Bobolia Work
- Client Wealth Strategist @ (June 2025 - Present)
- Financial Planner @ (July 2021 - June 2025)
- Independent Insurance Agent @ (May 2020 - May 2021)
- Client Associate @ (September 2018 - October 2019)
- Client Associate @ (February 2018 - September 2018)
- Sr. Portfolio Services Officer - 2nd Vice President @ (June 2006 - December 2017)
- New Accounts Manager @ (March 2005 - June 2006)
Peter Bobolia Education
- Kaplan Financial Education
(Kaplan Financial Education, CFP)
2017-2020 - George Mason University
Bachelor of Science (BS) (Public Administration)
1997-2001
Peter Bobolia Summary
- Peter Bobolia, based in Jupiter, FL, US, is currently a Client Wealth Strategist at Destiny Capital. Peter Bobolia brings experience from previous roles at Family First Financial Planning, Symmetry Financial Group, J.P. Morgan and Merrill Lynch. Peter Bobolia holds a 2017 - 2020 Kaplan Financial Education. Peter Bobolia has 1 emails and 2 mobile phone numbers on RocketReach.
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