Specialties
About Me
Peter Hackenbrack is a seasoned financial advisor with experience helping individuals and families achieve their long-term financial goals through comprehensive planning and investment strategies.
He currently serves as a Senior Wealth Advisor at Diversified, LLC, where he works closely with clients on retirement planning, investment management, tax and estate planning, and tailored wealth solutions. He holds the Chartered Retirement Planning Counselor(CRPC®) , Accredited Investment Fiduciary (AIF®) and recently completed the Tax Planning Certified Professional (TPCP®) certification to better help clients with tax planning within their overall financial plan reflecting his commitment to fiduciary standards and retirement planning excellence. A graduate of the California University of Pennsylvania with a B.S. in Sports Management, Peter combines strong analytical skills with a client-centered approach to support personalized financial outcomes. He is also licensed in life, accident, and health insurance and resides in the Conshohocken area with his wife Meg, daughter Tessa and dog Bruce!
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
TPCP, AIF, CRPC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Financial planning and Investment advisory services offered through Diversified, LLC, a registered investment advisor. *AIF®, The Accredited Investment Fiduciary Designation. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.