Peter Wang
Peter WangRegistered Principal

4883 E. La Palma, Suite 501A, Anaheim, CA 92807
(866) 500-2029 ext.701

Peter is an experienced Registered Representative and Registered Principal who has worked over 25 years in the financial services industry. Peter has built a practice that 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 which help him to better understand, design, and reach their financial goals. Peter’s extensive knowledge in the financial services industry has enabled him to better understand the needs of his clients. Peter believes in acting as a personal advocate to help clients identify issues that may arise such as fee transparency, fiduciary gaps, conflicts of interest, and plan design inefficiencies.

Peter earned the Accredited Investment Fiduciary designation by the Center for Fiduciary Studies, and is a Former 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’s credentials include:

• BA, University of California Los Angeles
• MBA, Claremont Graduate University
• Registered Representative and Registered Principal
• Accredited Investment Fiduciary (AIF) designation, awarded by the Center for Fiduciary Studies
• Former Lecturer & C(k)P designee for the Retirement Advisor University at UCLA Anderson School of Management Executive Education
• Advisor Group Retirement Plan Consulting Services Advisory Council.

Peter is also an active member in his community and enjoys working with various charitable organizations as well as his church to help others. Peter resides in Anaheim Hills, CA with his family. In his free time, he enjoys golfing, and participating in half/full marathons & triathlons.