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    PETER

    TOPPING

    CFP®

    • CERTIFIED FINANCIAL PLANNER™

    • USPNY PRIVATE WEALTH MANAGEMENT

    • WEALTH MANAGEMENT ADVISOR

    New York City

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    HELLO, I’M PETE.

    financial advisor New York, financial advisor, PETER TOPPING, CFP®, CHFC®

     

    MISSION

     

     

    Putting your financial needs first is my top priority. As your wealth management advisor, I will spend the time to understand your financial concerns and dreams. Working together, we design a disciplined plan to help meet your financial needs. My mission is to help you reach financial goals through a comprehensive process enhanced by unbiased advice.

     

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    SERVICES OFFERED

    Independent CERTIFIED FINANCIAL PLANNER™ professional focusing on four main areas:

    1. Investment Consulting
    2. Insurance Program
    3. Advanced Planning
    4. Relationship Management
    Clients receive objective advice in conjunction with a holistic approach that analyzes the core pillars of their financial picture. Provides a consultative process while offering customized choices and solutions. Backed by a team of professionals, including: Attorneys, CPAs, Property/ Casualty & Mortgage specialists. Services include: Brokerage, Managed Accounts, Written Financial Plans, Charitable Giving, Wealth Transfer, Generational Gifting, Asset Protection, Life, Disability & Long-Term Care Insurance, etc.
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    LICENSES & DESIGNATIONS

    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Financial Consultant®
    • FINRA Series 22, 6, 63, 65, & 7
    • Life, Disability & Long-Term Care Insurance
    • IAR Registered in the Following States: (CA, FL, MS, NJ, NY, PA, OR, VA)
    • FINRA Registered in the Following States: (AZ, CA, CT, FL, LA, MA, NJ, NY, PA, WA, WI)
    • Insurance Licensed in the Following States: (CA, CT, FL, IL, MS, NJ, NY, MT, PA)
  • PERSONAL INTERESTS

    • Bond Club of New York
    • Traveling, Snowboarding, Premier League Football, & EDM
    • Muhlenberg College Alumnus

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    SOCIAL MEDIA

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  • CONTACT

    Call, email or send a message using the contact form to schedule a private consultation. All appointments are complimentary and there are no obligations.

    USPNY Private Wealth Management
    450 Seventh Ave. Suite 2600
    New York, NY 10123
    Monday-Friday 9AM-6:30PM
    (212) 660-7424
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