Peter Morimoto
Wealth Manager - Managing Director
- Role
- Managing Director at Lido Advisors
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Managing Director
May 2023 — Present
Skills
- Financial Services
- Relationship Management
- Estate Investment Planning
- Concentrated Stock Management
- Investment Strategies
- Risk Management
- Business-Succession Planning
- Tax-Advantaged Investment Strategies
- Retirement Plan Consulting
- Retirement Planning
- Insurance
- Business Owner Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.