Peter Bobolia Email & Phone Number
Client Wealth Strategist @ Destiny Capital
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Peter Bobolia Location
- Jupiter, FL, US
Peter Bobolia Work
- 2025 -now Client Wealth Strategist @
- 2021 -2025 Financial Planner @
- 2020 -2021 Independent Insurance Agent @
- 2018 -2019 Client Associate @
- 2018 -2018 Client Associate @
- 2006 -2017 Sr. Portfolio Services Officer - 2nd Vice President @
- 2005 -2006 New Accounts Manager @
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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