Peter Wheeler

CEO & Dream Development Director – CLU, ChFC, CFP®


Pete has over 40 years of experience in the financial services industry and is a Chartered Life Underwriter, a Chartered Financial Consultant, and a CERTIFIED FINANCIAL PLANNER® . He graduated from the University of Arizona with a B.S. in Finance.

He is a recognized expert in the industry and has been featured on numerous television and radio programs and in a variety of financial journals. He has authored several books, and is a retired Commander from the US Naval Reserve.

He is originally from Canada. He has a passion for travel and wood-working. You can follow his adventures at Wheeler’s Writings.

“My partners and I, along with our exceptional staff, are truly committed to continuing the WFA experience. That’s what makes us different. We treat our clients like family. We believe in the values that are associated with family – commitment, long-term success, and planning for future generations. Everything we do is to support our clients in achieving their dreams for themselves and their families. We look forward to working with you in providing the best experience for you.”