Peter Wang MBA, MS, AIF®, CPFA®, C(k)P®

Peter is a Registered Principal and Investment Advisory Representative with 30 years of experience in financial services. He specializes in providing practical plan design and fiduciary guidance to help businesses and non-profit organizations manage their retirement plans. He believes in building strong and trusted relationships with his clients to better understand, design, and reach their goals. He acts as a personal advocate to help identify issues that may arise such as fee transparency, fiduciary gaps, conflicts of interest, and plan design inefficiencies.

Peter was awarded the Accredited Investment Fiduciary designation, the Certified Plan Fiduciary Advisor designation, and is a Founding Lecturer and C(k)P designee for The Retirement Advisor University at UCLA Anderson School of Management Executive Education. In addition, Peter has spoken at the Native American Finance, 401k Exchange, and Regional Retirement Plan Conferences in various states, as well as alongside the Supervisory Investigators with the US Department of Labor.

Peter is a graduate of Claremont Graduate University (Executive Master of Business Administration), University of Southern California (Master of Science in Applied Psychology), as well as University of California at Los Angeles (Bachelor of Arts in Economics).  He’s an active member of his community and alma maters and enjoys working with various charitable organizations.  Peter resides in Orange County with his wife and three daughters.