Focus
Peter Gaertner is an Investment Manager at Roffman Miller. He works closely with clients to develop financial strategies tailored to their individual goals. Peter values building meaningful relationships with clients and learning about their unique priorities and perspectives. He appreciates the opportunity to provide guidance during significant life transitions and uses these experiences to inform a thoughtful approach to financial planning. His role allows him to work collaboratively with clients, focusing on strategies that align with their long-term objectives.
Education, Awards & Credentials
- Education:
- Bachelor of Science in Management with a concentration in Finance, Delaware State University
- Master of Business Administration (MBA)
- Certifications:
- Certified Financial Planner™ (CFP®)
- Certified Divorce Financial Analyst® (CDFA®)
- Retirement Income Certified Professional® (RICP®)
Outside the Office
Peter enjoys tennis, golf, and soccer, as well as collecting sports cards. He spends time with his wife and three children skiing, visiting water parks, and relaxing at the beach.
