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Peter Seriano, CFP®

Financial Planner

Peter is a CERTIFIED FINANCIAL PLANNER® and CERTIFIED DIVORCE FINANCIAL ANALYST® professional with over 18 years of experience in the financial services industry. He has worked with families, individuals, and small business owners to help them plan for their financial futures.

Peter holds the FINRA Series 6, 7, 63, and 66 licenses, as well as the 2-15 Life and Variable Annuity license. He also serves as an Investment Advisor Representative. His areas of expertise include retirement planning, divorce financial planning, and investment strategy.

Peter’s Background

Peter graduated from the University of South Florida with a Bachelor of Science in Business Management and has gained valuable experience through various roles at financial institutions. His focus is on deeply understanding his clients’ personal and financial goals, allowing him to craft tailored financial plans that help them achieve success. Peter takes great pride in guiding his clients toward reaching the goals they set together.

Originally from Chicago, IL, Peter has called Florida home since 1989. He has been happily married to his wife, Jessica, since 2006. They have two children: a daughter who played Division II softball at Bemidji State University, and a son who holds a black belt in Taekwondo. In his free time, Peter enjoys watching his son’s travel baseball games, spending quality time with family and friends, engaging in community activities, and playing golf.

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The ProVise Planning Experience

A financial plan is a roadmap to your financial success. A ProVise financial planner will follow a process that includes the following steps to creating a customized strategy specific to your current financial situation, lifestyle, and future goals.

Planning
1. Understanding Your Personal and Financial Circumstances 2. Identifying and Selecting your goals 3. Analyzing Your Current Course of Action and Potential Alternative Courses of Action 4. Developing the Financial Planning Recommendation(s) 5. Presenting the Financial Planning Recommendation(s) 6. Implementing the Financial Planning Recommendation(s) 7. Monitoring the Progress and Update

1. Understanding Your Personal and Financial Circumstances

Before we can help you reach your goals, we need to understand where you are. We perform a thorough analysis of your current financial situation and upcoming risks before creating a financial plan designed for your increased future success.

2. Identifying and Selecting your goals

Your future financial goals will dictate your current financial choices. We need to understand your goals and then help you prioritize those goals, so we can align your financial strategy with the lifestyle for which you are aiming. We help you balance your goals in a way that is designed to benefit your current lifestyle without neglecting your future financial goals

3. Analyzing Your Current Course of Action and Potential Alternative Courses of Action

It is important for us to first determine what you are currently doing and why. What is your approach to your finances and investments? There is no reason to seek alternatives if what you are doing is working. However, we can only do this in the context of looking at alternatives that may either fine tune what you are doing, or perhaps offer an alternative approach.

4. Developing the Financial Planning Recommendation(s)

Unlike others who just want to sell you something that may not be in your best interest, we do not consider recommendations until we have taken the first three steps of the financial planning process. You do not want a physician to create a treatment plan without a thorough analysis of your current condition and consideration of alternatives. The same is true with your financial health.

5. Presenting the Financial Planning Recommendation(s)

We will provide you with a set of written recommendations sharing our best ideas and thoughts regarding your personal financial situation. For those with a relatively uncomplicated financial life it might be done in a bullet point format, while for others it could be a much longer document. It might even be done with a modular plan focusing on the one aspect that is most concerning to you.

6. Implementing the Financial Planning Recommendation(s)

We help you put the financial planning strategy to work by putting together a checklist of action items for you and us that helps ensure that the plan is implemented in a timely fashion. There is nothing worse than knowing what needs to be done and then not doing it.

7. Monitoring the Progress and Update

Financial planning is not an event that happens one time. It is a continuous process. Life happens and things change. You will not go it alone. We will walk with you through every financial decision, roadblock, obstacle and opportunity to make sure you are staying on track toward your financial goals.

Schedule a Complimentary Consultation

Financial planning is not one big thing…it is hundreds of little things™. We will walk with you every step of the way through investments, debt payoffs and everything in between to help you reach the financial goals that matter most to you.

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