Financial Life Plans for today with a clear vision for tomorrow.
Peter Bradshaw, CPFA, is a Financial Advisor at Diamond State Financial Group. He has earned his Series 6, 63, 66 and 7 registrations as well as his Life and Health insurance licenses. He is a member of the National Association of Insurance and Financial Advisors (NAIFA). Peter is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Peter began his financial career in real estate finance as VP of JTW Lending Inc., West Palm Beach, Florida. During his tenure at JTW Lending, Inc., Peter's large clientele base ranged from investor clients, yacht builders and real estate developers, to small business owners. Peter brings a strong entrepreneurial background along with effective networking and client relationship skills to Diamond State Financial Group. Peter works primarily with attorneys, physicians and their families to help them overcome the financial challenges that are unique to their chosen careers. His areas of specialty include:
- Tax Strategies*
- Asset protection strategies*
- Attorney & Physician specific disability insurance
- Life insurance strategies
- Review of Employee Benefits
- Wealth Management
- Retirement programs (SEP, 401k 403b, Roth IRA)
- College savings programs
Peter-hosts numerous educational seminars for lawyers and law firms throughout the tri-state area.
Peter resides in north Wilmington with his wife Alexis and his son Cole. He is an avid sports fan and enjoys traveling abroad in his free time.
This information should not be considered as tax or legal advice. Specific tax and legal consequences should be verified by your tax and/or legal advisor.