Peter Ponzio Email & Phone Number
Sr. Vice President
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Peter Ponzio Location
- Bala Cynwyd, PA, US
Peter Ponzio Work
- 2022 -now Sr. Vice President @ Penn Advisors Financial Resources
- 2014 -now Sr. Vice President @ Penn Investment Advisors, Inc.
- 2013 -2014 President @ Longview Financial Partners
- 2012 -2014 Registered Representative and Investment Advisor Representative @ LPL Financial
- 2005 -2013 President @ Longview Financial Advisors
- 2011 -2012 Registered Representative @ Sunbelt Securities
- 1999 -2005 Sr. Vice President of Retirement Services @
- 1990 -2000 District Manager @ VALIC
- 1986 -1990 Advisor @ Donald Smith & Associates
- 1982 -1986 Registered Representative @
Peter Ponzio Education
- Rutgers University 1982-1984
Peter Ponzio Skills
- Retirement Planning
- Asset Management
- Mutual Funds
- Wealth Management
- Qualified Retirement Plans
- 401k
- Insurance
- Health Insurance
- Property & Casualty Insurance
- Life Insurance
- ERISA
- Investment Advisory
- Investments
- Securities
- Marketing
- Longview
- Services
- Financial Services
- Property and Casualty Insurance
- Business Development
Peter Ponzio Summary
- Peter Ponzio, based in Bala Cynwyd, PA, US, is currently a Sr. Vice President at Penn Advisors Financial Resources. Peter Ponzio brings experience from previous roles at Penn Investment Advisors, Inc., Longview Financial Partners, LPL Financial and Longview Financial Advisors. Peter Ponzio holds a 1982 - 1984 Rutgers University. With a robust skill set that includes Retirement Planning, Asset Management, Mutual Funds, Wealth Management, Qualified Retirement Plans and more. Peter Ponzio has 2 emails on RocketReach.
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