How I Can Help You

Peter provides personalized financial guidance designed to help clients make confident, well‑informed decisions about their future. Whether someone is preparing for retirement, building an investment strategy, protecting their family with life or long‑term‑care insurance, or navigating complex tax and estate planning issues, Peter offers clarity and thoughtful strategy at every stage. For more than twenty‑five years, he has served as a trusted advisor to individuals, families, and business owners seeking comprehensive, long‑term financial planning.

What Makes Me Knowledgeable

Peter holds the Personal Financial Specialist (PFS) designation, awarded exclusively to Certified Public Accountants who demonstrate advanced expertise in financial planning. As an Investment Adviser Representative with LPL Financial, he brings extensive experience in investment management, insurance planning, estate planning, and income taxation.

He earned a Master of Science in Taxation and Financial Planning from Northeastern University, graduating magna cum laude, and a Bachelor of Science in Accounting, graduating cum laude. Peter is a member of the Beta Gamma Sigma and Beta Alpha Psi national honor societies and maintains FINRA registrations, including the Series 7 and 63 licenses.

Getting to Know Me

Peter founded Helmsman Financial Strategies with a mission to help people feel secure, supported, and empowered in their financial lives. He believes strongly in a relationship‑first approach built on trust, transparency, and long‑term partnership. What he enjoys most is guiding clients through life’s financial complexities with confidence, clarity, and a plan that reflects their goals and values.