Pete Berneburg has over twenty-five years of experience in the investment industry spanning roles that include investment customer service representative, investment product manager, and wealth manager/financial planner. His diverse experience provides a unique perspective when analyzing and identifying alternatives to guide his clients to reach their financial goals.
Through a collaborative process, Pete works with clients to assist them in identifying goals and maximizing the effectiveness of their income, savings plan, and financial resources. For more complex long-range planning goals, Pete will craft a comprehensive financial plan which outlines tailored strategies to help them seek their ideal outcome. Pete also works collaboratively with the team to provide advanced planning strategies in the areas of retirement planning and
Pete is a graduate of the University of Maryland, and holds multiple professional designations including Certified Financial Planner®, Retirement Income Certified Professional®, and Certification for Long-Term Care. He also holds Series 4, 7, 63
and 65 securities registrations, as well as life and health insurance licenses in
A longtime Maryland resident, Pete currently lives in Kensington, MD with his wife and daughter. In his free time Pete enjoys reading, traveling with his family and friends, and supporting his daughter in her extracurricular activities.