Pete Foldes

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.


  • Certified Financial Fiduciary®
  • 215 Life, Heath & Annuity
  • Retirement Planning Specialist


  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Asset Protection
  • Tax Reduction

Peter Foldes

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