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Peter J
CFP®, Series 63
Vernon, CT
Key Financial Concepts, Inc.
Peter Jesanis is a CFP® with 46 years of industry experience, currently serving as president of Key Financial Concepts, Inc. He has worked at Key Financial Concepts since 1987 and previously spent nine years with SagePoint Financial. Jesanis also holds a Series 63 license and is an insurance agent involved in insurance sales and income tax preparation. Key Financial Concepts, Inc. provides financial planning and investment advisory services primarily to individual and high-net-worth clients, as well as certain pension, charitable, and corporate clients. The firm manages client assets on a non-discretionary basis using risk-tolerance questionnaires, asset allocation modeling, and portfolio optimization, with a focus on long-term mutual fund allocations and a combination of fundamental and technical analysis.
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