Peter N. Burbank, Jr., CRPC®

Peter N. Burbank, Jr., CRPC®

    • Partner
    Peter has over 14 years of experience in the investment industry. He educates his clients and helps develop and implement strategies for building wealth and realizing their goals. 

    Peter holds a bachelor’s degree from the Whittemore School of Business and Economics at the University of New Hampshire. Peter has also earned the Chartered Retirement Planning CounselorSM certification from the College for Financial Planning and has been recognized as a Five Star Wealth Manager for years 2015–20221. Peter has also been named a Forbes Best-In-State Wealth Advisor in 2021 and 20222.

    Peter lives in Charlestown, Massachusetts. He enjoys spending time with his family and his hobbies include golf, skiing and travel.

    CA Insurance License Number: 0K06847. Resident State MA.

    Contact

    Education

    • University of New Hampshire
    • College for Financial Planning

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