Specialties
About Me
Pete Liao is a Wealth Management Advisor and a Fee-Based Planner in the Russo Network Office in New York, NY.
He started his career with Northwestern Mutual in 2009 after spending 12 years with Merrill Lynch and Bank of America, working primarily in Corporate Fixed Income Capital Markets. Pete is committed to his prospects and clients, assisting visionary individuals, families, and businesses achieve their financial security and live their best life. He holds several professional credentials, including the CERTIFIED FINANCIAL PLANNER™ (CFP), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), and the Certified in Long-Term Care (CLTC) designations, demonstrating his commitment to excellence and continuous learning in his field. Pete specializes in financial planning, retirement income, insurance planning, and wealth management. He builds enduring personal relationships with his clients and provides expert guidance tailored to their unique needs and goals. He is passionate about delivering excellence and value to his clients and his community, and he strives to empower them with the knowledge and tools to make informed financial decisions.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP, RICP, CLU, ChFC, CLTC
Chartered Designations
What do these credentials mean?
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Disclosures
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities and life insurance with long-term care benefits) and its subsidiaries. Pete Liao is an Insurance Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI (long-term care insurance), a subsidiary of NM. Investment advisory services provided as an Advisor of Northwestern Mutual Wealth Management Company®, (NMWMC) Milwaukee, WI, a subsidiary of NM and a federal savings bank. Investment brokerage services provided as a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA and SIPC. There may be instances when this agent represents companies in addition to NM or its subsidiaries.