PETER
TOPPING
CFP®
• CERTIFIED FINANCIAL PLANNER™
• USPNY PRIVATE WEALTH MANAGEMENT
• WEALTH MANAGEMENT ADVISOR
New York City
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HELLO, I’M PETE.
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:
- Investment Consulting
- Insurance Program
- Advanced Planning
- 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.\\
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)
NOTABLE ACCOMPLISHMENTS
PERSONAL INTERESTS
- Bond Club of New York
- Traveling, Snowboarding, Premier League Football, & EDM
- Muhlenberg College Alumnus
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 10123Monday-Friday 9AM-6:30PM(212) 660-7424
USPNY Private Wealth Management is an assumed business name for Crystal Wealth Management Inc. Securities and Advisory Services offered through Private Client Services, LLC.
©2022 PETER TOPPING, CFP®, CHFC®
All Rights Reserved