Peter D'Amico Email & Phone Number
CERTIFIED FINANCIAL PLANNER® professional, AIF®, AIS @ Dynasty Advisors LLC
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Peter D'Amico Location
- Conshohocken, PA, US
Peter D'Amico Work
- 2021 - now CERTIFIED FINANCIAL PLANNER® professional, AIF®, AIS @
- 2013 - 2021 Founding Partner and CERTIFIED FINANCIAL PLANNER® professional @ The Philadelphia Wealth Management Company
- 2002 - 2013 DIVISIONAL VICE PRESIDENT and CERTIFIED FINANCIAL PLANNER® professional @ AXA Advisors, LLC.
Peter D'Amico Education
- Saint Joseph's University 1997 - 2001
Peter D'Amico Skills
- Non-Qualified Executive Benefits
- Group Benefit Plans
- Estate Planning
- Wealth Management
- Investment Advisory
- Wealth Accumulation
- Retirement Planning
- College Savings Plans
- IRA Strategies
- Disability Insurance Strategies
- Long Term Care Strategies
- Fixed Annuity Strategies
- 401k Rollover Strategies
- Asset Allocation Strategies
- Investment Strategies
- Securities Strategies
- Mutual Fund Strategies
- Microsoft Office
- Series 24
- Series 7
- Customer Service
- Public Speaking
- Series 66
- Non Qualified Executive Benefits
- Business Strategy
Peter D'Amico Summary
- Peter D'Amico, based in Conshohocken, PA, US, is currently a CERTIFIED FINANCIAL PLANNER® professional, AIF®, AIS at Dynasty Advisors LLC. Peter D'Amico brings experience from previous roles at The Philadelphia Wealth Management Company and AXA Advisors, LLC.. Peter D'Amico holds a 1997 - 2001 Saint Joseph's University. With a robust skill set that includes Non-Qualified Executive Benefits, Group Benefit Plans, Estate Planning, Wealth Management, Investment Advisory and more. Peter D'Amico has 2 emails and 1 mobile phone numbers on RocketReach.
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