Professional Experience:
Peter is the vice president and lead partner of Caturano and Company’s financial planning subsidiary, Caturano Wealth Management, LLC, which was established to provide independent personal financial planning on a fee basis. Caturano Wealth Management works with clients in all aspects of their financial plan including taxes, risk management, investments, retirement, and estate planning.

Peter has over 12 years of experience in financial planning for individuals and families with a focus on retirement, estate, and investment advisory strategies. He has a broad client base that includes small business owners, professionals, corporate executives, and retirees. He also assists families with generational wealth planning. He has written articles for Bankers and Tradesman, as well as other industry specific publications.
 

Educational Background:
University of Massachusetts: Bachelor of Science degree in Accountancy
Specialty Designation: Certified Financial Planner (CFP)
Specialty Designation: Chartered Financial Consultant (ChFC)
Specialty Designation: Chartered Life Underwriter (CLU)

Professional Memberships:
Treasurer of Massachusetts Chapter of the Financial Planning Association (FPA)
Boston Estate Planning Council
The Boston Foundation Professional Advisor Committee
Massachusetts Society of Certified Public Accountants
St. Michael’s School Board - North Andover, MA
St. Michael’s Parish Finance Committee - North Andover, MA
Baseball Umpire for National College Athletic Association (NCAA)