Peter Seriano, CFP®
Peter is a CERTIFIED FINANCIAL PLANNER™ Professional with over 15 years in the financial services industry and has partnered with families and small business owners to plan for their futures. Peter holds his FINRA 6, 7, 9, 63, and 66 licenses and is also an Investment Adviser Representative. Areas of expertise include retirement and investment planning.
Peter graduated from the University of South Florida with a Bachelor of Science degree in Business Management and gained experience from his previous positions at other financial institutions. Peter focuses on understanding what is most important to his client’s personal and financial goals, which he then uses to create a customized financial plan. Peter finds great satisfaction when his clients can achieve their goals on a plan they made together.
Peter was born in Chicago, IL but has resided in FL since 1989. Peter has been married to his wife, Jessica, since 2006. They have a daughter who plays Division II softball for Bemidji State University and a son who is a black belt in Taekwondo. Peter enjoys coaching his son’s baseball team, playing ice hockey, and golf in his spare time.
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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.
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.
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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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