Peter Gaertner Email & Phone Number

Investment Manager @ Roffman Miller Associates Inc

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Peter Gaertner Location

Philadelphia, PA, US

Peter Gaertner Work

2024 - now Investment Manager @ Roffman Miller Associates Inc
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2023 - 2024 Investment Advisor @ Bryn Mawr Capital Management, LLC
2013 - 2023 Senior Financial Advisor @ Affinity Wealth Management LLC
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2013 - 2023 CERTIFIED FINANCIAL PLANNER (TM) practitioner @ Affinity Wealth Management LLC
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2009 - 2013 Senior Client Service Associate @ J.P. Morgan
2008 - 2009 Outside Portfolio Management Specialist @ J.P. Morgan
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Peter Gaertner Education

University of Delaware
Certificate (Financial Planning)
2010 - 2011
Delaware State University
Master of Business Administration (MBA) (Finance, General)
2007 - 2008
Delaware State University
Bachelor of Science (Management; Finance)
2004 - 2007

Peter Gaertner Skills

Investment Management
Leadership
Financial Advisory

Relationship Building
Certified Financial Planner
Wealth Transfer
Retirement Planning
Wealth Management
Finance
Estate Planning

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Peter Gaertner Summary

Peter Gaertner, based in Philadelphia, PA, US, is currently a Investment Manager at Roffman Miller Associates Inc. Peter Gaertner brings experience from previous roles at Bryn Mawr Capital Management, LLC, Affinity Wealth Management LLC and J.P. Morgan. Peter Gaertner holds a 2010 - 2011 Certificate in Financial Planning @ University of Delaware. With a robust skill set that includes Investment Management, Leadership, Financial Advisory, Relationship Building, Certified Financial Planner and more. Peter Gaertner has 2 emails and 1 mobile phone numbers on RocketReach.

Peter Gaertner Emails

Found 2 emails

Peter Gaertner Phone Numbers

Found 6 phone numbers

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Investment Manager at Roffman Miller Associates Inc

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