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 Tampellini CFP®, CES™
Managing Director – Investments and Branch Manager
OVERVIEW
Trust. Integrity. Mutual respect. These are the operating principles I rely on when I work to develop an investment approach that is designed to meet my clients’ financial goals and objectives.My client-first service commitment for you begins by asking questions, listening to your responses and learning what is important to you. We’ll work together to evaluate your current financial picture and explore your investment time horizon, and your tolerance for risk. Each of these steps will help us develop your personalized, goals-based financial program using the various investment tools we have at Benjamin F. Edwards & Co.
As we implement your strategy, we will continue to work together to monitor your progress, making adjustments as your needs and goals change, and/or as opportunities in the markets present themselves.
I very much look forward to showing you what our client-first investment approach can mean for you and your family.
Phone 609-484-2659
Toll Free Phone 855-765-2659
Phone (Direct) 609-484-2659
Fax 609-484-2650
WHAT IS A CES™? The Certified Estate and Trust Specialist (CES™) designation, offered by the Institute of Business & Finance (IBF), equips financial professionals with the knowledge to provide comprehensive estate planning and asset repositioning services. This specialized program covers critical topics such as wills, probates, retirement accounts, taxes, and various types of trusts, enhancing a financial advisor’s ability to serve clients’ long-term interests. Additionally, individuals have passed an exam and complete 30 hours of continuing education training every 2 years.
Check the background of this investment professional on FINRA’s BrokerCheck