Pete Foldes is a Certified Financial Fiduciary® committed to providing the financial planning solutions for each client’s life goals and needs. Through strategic partnerships, a team dedicated to serving you, we specialize in tax-free income, estate and retirement planning, and legacy creation. We’re on a mission to radically change the way you think about money, align your goals with your values and guide you on your path to living your best life.
Married with 2 kids and a yellow lab we are passionate about life- long learning, traveling and empowering others to create their best life. Coaching, volunteering and spontaneous road trips keeps us busy and having fun.
LICENSES & ACCREDITATIONS
- Certified Financial Fiduciary®
- 215 Life, Heath & Annuity
- Retirement Planning Specialist
AREAS OF EXPERTISE
- Financial Planning
- Retirement Planning
- Estate Planning
- Asset Protection
- Tax Reduction