Specialties
About Me
Peter is the President of Opulent Wealth, a comprehensive, fee-only financial planning firm dedicated to helping individuals and families align their financial resources with their life goals.
He works closely with clients to design and implement integrated strategies across investment management, tax planning, retirement planning, estate considerations, and business planning. As a CERTIFIED FINANCIAL PLANNER® professional and Tax Planning Certified Professional®, Peter specializes in advanced planning for business owners, high-earning professionals, and growing families. He takes a proactive, planning-first approach — identifying opportunities, mitigating risks, and building tax-efficient wealth strategies designed to compound over time. Before launching Opulent Wealth, Peter worked on some of the largest client engagements at a previous RIA firm and played an active role in equities research and investment strategy. He was a member of the firm’s Investment Policy Committee and Financial Planning Team, collaborating on macroeconomic analysis, portfolio positioning, legislative developments, and risk-management solutions. Today, Peter leads Opulent Wealth’s investment philosophy and comprehensive planning framework, guiding clients through wealth accumulation, tax-efficient growth, and retirement income strategy. He oversees portfolio construction, risk management, and long-term planning design while maintaining regulatory oversight and strategic direction for the firm — ensuring clients receive disciplined, fiduciary advice aligned with their long-term goals.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
TPCP, CFP
Chartered Designations
What do these credentials mean?
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Disclosures
Advisory services are offered through Opulent Wealth, LLC, an investment adviser firm domiciled in Virginia. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment adviser, or their representatives, a consumer should contact their state securities administrator.