Financial Life Plans for today with a clear vision for tomorrow.
Peter Bradshaw, ChFC®, CPFA, is an Associate Partner at Diamond State Financial Group. Since 2009, Peter has been dedicated to working with private businesses, non-profit organizations and their owners to provide retirement plans (401(k), 403(b), defined benefit), investment and risk management, succession planning and employee focused benefits. His practice is centered on fee-based corporate and personal financial planning and advisory services, tax and wealth protection strategies, and life and disability analysis. Peter strives to deliver the highest level of service and utilizes his experience and expertise to create solutions for highly complex financial circumstances.
He has earned his Chartered Financial Consultant designation from the American College and his Series 6, 63, 66 and 7 registrations as well as his Life and Health insurance licenses. Peter has also earned his CPFA designation, which demonstrates his knowledge, proficiency and commitment to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
Peter is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.