Peter Ferrante, CFP®

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Branch Manager, Managing Director – Investments, Discretionary Portfolio Management
Benjamin F. Edwards - Mentor, OH
7322 Center St
Mentor, OH 44060
Phone: 440-205-5200

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.

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WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 6-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S.