Peter Bradshaw
About Peter Bradshaw
Peter Bradshaw Wealth Manager
Peter Bradshaw serves as an Associate Partner and Wealth Manager, focusing on financial planning and asset management. He provides clients with personalized wealth management strategies, aiming to maximize financial growth and stability. His approach integrates comprehensive financial planning tailored to individual goals and investment preferences.
Peter Bradshaw ChFC Designation
Peter Bradshaw holds the Chartered Financial Consultant (ChFC®) designation. This indicates advanced knowledge and expertise in comprehensive financial planning. The ChFC® designation covers a variety of financial topics, including insurance, income taxation, retirement planning, and estate planning, equipping Peter with the skills needed to address complex financial situations.
Peter Bradshaw CPFA Designation
Peter Bradshaw is a Certified Plan Fiduciary Advisor (CPFA), demonstrating his proficiency in the management of employer-sponsored retirement plans. This designation puts him at the forefront of fiduciary responsibility, ensuring that the retirement plans he oversees adhere to rigorous ethical standards and fiduciary principles.