Pete Franz
Journey Wealth/FSM Wealth - Partner and CIO and Private Wealth Advisor
- Role
- Journey Wealth and Fsm Wealth - Partner and CIO at Journey Wealth
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Pete Franz
I am passionate about the financial services industry. I love working with clients and…
Experience
Journey Wealth and Fsm Wealth - Partner and CIO
Jan 2021 — Present · Cleveland, OH, US
We serve clients to help them achieve financial independence - and work with them to position their wealth to establish/build-out/obtain whatever objectives they deem important. We drive results to change lives.
Education
Wittenberg University
Bachelor of Arts, Political Science
2000 — 2004
Skills
- Financial Services
- Capital Markets
- Series 7
- Iras
- Wealth Management
- Long Term Care Insurance
- Fixed Income
- Series 63
- Permanent Life Insurance
- Disability Insurance
- Asset Managment
- Retirement
- Strategic Financial Planning
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Term Life Insurance
- Insurance
- 401k
- Wealth
- Asset Management
- Small Business
- Life Insurance
- Finance
- 401k Rollovers
- Investment Management
- Retirement Plan Consulting
- Financial Advisory
- Retirement Planning
- Investment Advisory
- Finra
- Securities
- Investments
- Estate Planning
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Fixed Annuities
- Hedge Funds
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