Peter Park Email & Phone Number
Fiduciary | Speaker | Financial Planner @ fi360
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Peter Park Location
- Rochester, NY, US
Peter Park Work
- Fiduciary | Speaker | Financial Planner @
- Financial Planner @ (June 2011 - Present)
- Member, Board of Directors @ Palmyra-Macedon Rotary Club (July 2006 - June 2010)
- Chapter President @ Early Birds Chapter Bni (April 2009 - October 2009)
- Club President @ Palmyra-Macedon Rotary Club (July 2008 - June 2009)
- Chairman, Foundation Board Investment Committee @ (January 2007 - November 2008)
- Member, Foundation Board of Directors @ (November 2005 - November 2008)
- President and Financial Planner @ Lifequest Financial (September 2004 - Present)
- Financial Advisor @ (January 2002 - January 2004)
- Territory Sales Manager @ (January 1999 - January 2003)
Peter Park Education
- Brown University
- University of Rochester
(Economics, Political Science)
- Pittsford Mendon High School
Peter Park Skills
- Retirement Planning
- Financial Services
- Investment Advisory Services
- Investments
- Retirement
- Small Business
- Strategic Planning
- Asset Allocation
- Portfolio Management
- Asset Management
- Marketing
- Finance
- Investment Management
- Securities
- Insurance
- Strategy
- Nonprofits
- Mutual Funds
- Management Consulting
- Wealth Management
- Series 7
- 401k
- Disability Insurance
- Long-term Care
- Investment Advisory
- Non-profits
- Budgets
- Employee Benefits
- Series 63
- Estate Planning
- Fixed Annuities
- Financial Planners
- Life Insurance
- Competitive Analysis
- Strategic Financial Planning
- Financial Advisory
- Sales Management
- Leadership
- Public Speaking
- Coaching
- Fundraising
- Team Building
- Process Improvement
- IRAs
- Uniform Combined State Law
- Series 6
- Series 65
- Long Term Care
- Non Profits
Peter Park Summary
- Peter Park, based in Rochester, NY, US, is currently a Fiduciary | Speaker | Financial Planner at Fi360. Peter Park brings experience from previous roles at Cetera Advisors LLC, Palmyra-Macedon Rotary Club and Early Birds Chapter Bni. Peter Park holds a Brown University. With a robust skill set that includes Retirement Planning, Financial Services, Investment Advisory Services, Investments, Retirement and more. Peter Park has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Peter Park?
Find contact details for 700 million professionals.
Others Named Peter Park
Peter Park
Founder and Co-CEO
New York, United States
Peter Park
Chief Product Officer and Chief Strategy Officer
Irvine, CA, US
Peter Park
CEO
Yangsan-si, KR
Peter Park
President
Boca Raton, FL, US
Top fi360 Employees
Travis Reeder
Product Manager
Pittsburgh, PA, US
Brian Jacobs
Vice President Service Delivery
Carnegie, PA, US
David Palascak
Senior Director
Cranberry Township, PA, US
Jeffrey Feitt
National Account Director
Pittsburgh, PA, US
John Benzinger
Chief Technology Officer and Chief Security Officer
Valencia, PA, US
Gabriel Kamel
Software Quality Assurance Manager
United States
Jennifer Boerio
Senior Technical Product Analyst
Coraopolis, PA, US
Anthony Mariotti
Associate Software Engineer
Pittsburgh, PA, US
Sara Houk
Vice President and Senior Legal Counsel
Pittsburgh, PA, US
Linda Bucci
Office Manager
Pittsburgh, PA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co