Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Peter Ferrante CFP®
Branch Manager, Managing Director – Investments, Discretionary Portfolio Management
Peter is a CERTIFIED FINANCIAL PLANNER™ and held a Certified Public Accountant license, though he no longer practices. With his strong professional background, he became a Financial Advisor in 1990. With over 25 years of industry experience, he advises high-net-worth individuals, endowments, foundations, non-profits and small businesses.
In addition to participating in his family’s 80-year-old winery, Peter was a founding member of the Lake-Geauga Fast Track 50, a premier business recognition program. Peter graduated from Kent State University with a degree in business administration, and he holds Series 7, 9, 10, 31, 63, and 65 securities licenses.
Active in his community, Peter has served on various local boards, such as the YMCA and United Way. He lives in Concord with Sharon and sons, Dante and Dominick. He enjoys downhill skiing, golf, pickleball, and fishing
Phone 440-205-5200
Toll Free Phone 855-205-0829
Phone (Direct) 440-205-5200
Check the background of this investment professional on FINRA’s BrokerCheck