Peter Foster
Park Avenue Securities LLC {PAS}. OSJ: 2875 Michelle Dr. #110, Irvine, CA 92606 Phone # 909-399-1100
- Role
- Financial Representative at Pacific Advisors
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Peter Foster
As your financial advisors, our first job is to help you protect your current position of…
Experience
Financial Representative
Dec 2001 — Present · Santa Rosa, CA, US
Pacific Advisors is a financial services firm with over a century of experience in our senior partners alone, and centuries more in our dedicated team of advisors.This translates into an in-depth knowledge and understanding of tax strategies, financial services, pension plans, insurance, and other tools needed to build an effective financial foundation for you.
Education
Marine Cooks & Stewards School
Certificate
1976 — 1977
St.Vincents High & Petaluma H.S.
High School Diploma
1971 — 1974
Skills
- Wealth
- Buy-Sell Agreements
- Long-Term Care
- Financial Services
- Asset Allocation
- Financial Advisory
- Tactical Asset Allocation
- Small Business
- Global Tactical Asset Allocation
- Dynamic Asset Allocation
- Behavioral Finance
- Variable & Fixed Annuities
- Iras
- Professional Money Management , Sei, Curian, Genworth
- 401k
- Series 65
- Retirement Planning
- Retirement
- Strategic Financial Planning
- Insurance
- Series 6 & 63
- Registered Investment Advisor
- Securities
- Estate Planning
- Leadership
- Investments
- Disability Insurance
- Separately Managed Accounts
- Wealth Management
- Life Insurance
- Finance
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