Peter Gaertner

About Peter Gaertner

I am an independent financial planner and fiduciary. I specialize in working with family-focused individuals and their adult children by helping them with retirement income planning strategies and through difficult life changes such as the loss of a spouse, divorce or retirement timing.I was born in Berlin, Germany but was always fascinated with the United States. After a High School exchange year and my freshman year of college in Tucson, Arizona, I moved to Dover, Delaware. There, I attended Delaware State University on an athletic scholarship to serve as the football team\'s placekicker. I was able to earn both an undergraduate degree in Management (Finance and Banking) and an MBA while juggling both academics and athletics, a big part of the reason why I wanted to study in the USA in the first place.After working within the Private Banking division at JPMorgan for 5 years after graduation, in both client service and support capacities, I ultimately became a Certified Financial Planner professional in 2013. I followed the call of helping families in my community with proper, thorough independent financial planning and actionable strategies. When I am not helping my clients with their planning needs or coaching/watching/driving my kids\' sports teams, I enjoy many outdoor activities. I am an avid tennis player with the USTA and, time permitting, greatly enjoy a round of golf with friends or going to the beach or pool. In the winter months, I like to downhill ski in the Poconos or take the kids sledding on nearby hills.Lastly, I want you to know that I am extremely passionate about financial planning and education. In my opinion, my clients deserve the very best and I take it on as a challenge to constantly improve myself and get the best possible financial education to them and implement them for their benefit. I am currently teaching webinars and workshops via the Delaware Money School and the Delaware Public Library System to bring financial topics and concepts to near-retirees and retirees. In the past, I have taught Retirement Planning courses as an adjunct professor at Delaware State University.

Experience

1. Investment Manager

   Roffman Miller Associates Inc

   Feb 2024 — Present · Philadelphia, PA, US

Education

• Delaware State University

  Bachelor of Science, Management; Finance

  2004 — 2007

• Delaware State University

  Master of Business Administration (MBA), Finance, General

  2007 — 2008

• University of Delaware

  Certificate, Financial Planning

  2010 — 2011