Peter Gaertner
Certified Financial Planner in Rehoboth Beach, DE
Address:35568 Airport Road
Rehoboth Beach, DE 19971
About Peter Gaertner
Peter Gaertner is an Investment Advisor with Bryn Mawr Capital Management. He works with clients in Southern Delaware on investment management and financial planning solutions. Peter has 15 years of experience in wealth management, most recently serving as a Senior Financial Planner working with 100+ households. He received his M.B.A. and a B.S. in Management and Finance from Delaware State University. Peter is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and is a Certified Divorce Financial Analyst (CDFATM) and a Retirement Income Certified Planner (RICP®). Peter is a member of the Financial Planning Association, Greater Philadelphia Chapter. He previously served as president and board member for the Society of Financial Service Professionals of Delaware.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Peter Gaertner provides services to clients in the following language(s):
- English
- German
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Comprehensive Financial Planning
- Investment Planning
- Retirement Planning
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Peter Gaertner35568 Airport Road
Rehoboth Beach, DE 19971
Phone Number:
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Website:
https://www.bmt.com
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