Peter W. Tomasch
Senior Director at Choreo
- Role
- Senior Director, Wealth Management at Choreo
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Peter W. Tomasch
Choreo has the unique ability to combine financial planning with wealth and tax…
Experience
Senior Director, Wealth Management
Jan 2015 — Present
Financial Advisor at Choreo (formerly Cherry Bekaert Wealth Management)
Education
Virginia Commonwealth University
B.S., Finance
2006
Skills
- Tax Management
- Wealth Management
- Estate Planning
- Investments
- Retirement Planning
- Financial Planning
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