Peter Shapoval

I’m Peter Shapoval, a CFP professional working in wealth management, supporting clients through comprehensive financial planning, portfolio implementation, and ongoing relationship management.

I work at a boutique advisory firm where I help lead annual review meetings for a large client base, translate planning insights into practical next steps, and execute disciplined investment actions. I’m known for being organized, responsive, and focused on clarity. I’m also pursuing my MBA to deepen my business and leadership skill set.