Peter Godfrey Email & Phone Number
Vice President, Retirement Plans @ OneDigital Health and Benefits
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Peter Godfrey Location
- Washington, DC, US
Peter Godfrey Work
- 2021 -now Vice President, Retirement Plans @
- 2014 -2021 Senior Plan Advisor @ Hightower Fiduciary Plan Advisors
- 2008 -2014 Sr. Consultant @
- 1995 -2008 Senior Consultant @
- 1992 -1994 VP @ Mercantile Bank
- 1982 -1992 Vice President- Asset-Based Lending @
Peter Godfrey Education
- The American College of Financial Services
CFP Certified Financial Planner
2002-2004 - James Madison University
BS
1978-1982 - Retirement Plan Academy @ American Retirement Association
CPFA- Certified Plan Fiduciary Advisor
Peter Godfrey Skills
- Qualified Retirement Plans
- Investment Advisory
- Retirement Plan Consulting
- Fiduciary Management
- Retirement Planning
- Finance
- Defined Benefit
- Management
- Retirement
- Series 7
- Financial Services
- Employee Benefits
- 401k
- Financial Advisory
- Advisory Services
- Advisory
- Services
- Transparency
- Investment Advisory Services
- Profit Sharing
Peter Godfrey Summary
- Peter Godfrey, based in Washington, DC, US, is currently a Vice President, Retirement Plans at OneDigital. Peter Godfrey brings experience from previous roles at Hightower Fiduciary Plan Advisors, PSA Insurance & Financial Services, Alliance Benefit Group, LLC and Mercantile Bank. Peter Godfrey holds a 2002 - 2004 CFP Certified Financial Planner @ The American College of Financial Services. With a robust skill set that includes Qualified Retirement Plans, Investment Advisory, Retirement Plan Consulting, Fiduciary Management, Retirement Planning and more. Peter Godfrey has 3 emails and 1 mobile phone numbers on RocketReach.
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