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Peter P

CFP®, Series 63

Syosset, NY

Cetera

Peter Pace is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Cetera since 2023. His prior experience includes roles at North Ridge Securities Corp and Guardian Life Insurance Company. He is the managing member of Peter Pace & Company, LLC, which focuses on life and health insurance sales and service, and is also involved with Sands Creek Hunt Club, LLC. Cetera Investment Advisers LLC is a large SEC-registered firm that supports over 10,000 independent advisors and serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary management options and access to a broad range of investment programs and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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