Peter Bobolia
- CFP®
- ChFC®
Family First Financial Planning
Stuart, FL
Contact Peter
Peter can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Expertise
- Investment Analysis and Planning
- Portfolio Management
- Retirement Planning
- Benefits and Compensation Planning for Employees
- Equity Stock and Options Planning for Employees
- Tax Optimization
- Insurance and Risk Management
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Debt Management
- Saving and Investing for College
- Life Event Planning
- Divorce Planning
- Real Estate Planning
- Business Finance Planning
About
Peter has been in the investment and financial services industry for over 20 years. He is passionate about helping individuals and families find solutions to their unique financial needs and situations. He works with clients of all backgrounds and financial status in the belief that everyone deserves to worry less about their financial future and to live their best lives. A well thought out and customized financial plan can help families meet their goals and dreams. Peter's love for helping people comes from witnessing in his own family both the benefits of long-term planning and the consequences of not having a plan. Without advanced planning for an unexpected event such as a health emergency, unnecessary worry and difficulties can occur for your loved ones.
Peter is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT® specializing in strategies for blended families, special needs, and non-traditional families to meet their unique needs and challenges. These needs are addressed with modern retirement income portfolios and applying behavioral finance techniques. He most enjoys helping families plan for life's twists and turns, long term goals, college planning and retirement income. He is a member of the Garrett Planning Network.
His professional experience includes working with the large broker dealers, money and asset managers, and private banks. This diverse experience has shaped his view that everyone deserves and can benefit from a well thought out and executed financial plan. Throughout his career he has worked with individuals, families, and financial advisors to find the right solutions for everyone's needs.
Peter holds a bachelor's degree in Public Administration from George Mason University. He lives in Jupiter with his wife Nadia and their two wonderful children Nicholas and Sophia. In his spare time Peter loves a good history book when he is not keeping up with current events and the latest financial news. He enjoys spending as much time as possible at the beach and outdoors with family and friends.
Ready to get started? Schedule an appointment for a complimentary Get Acquainted Meeting, or send me an email: Info@FamilyFirstFP.com.