Pete has over 40 years of experience in the financial services industry and is a Chartered Life Underwriter®, CERTIFIED FINANCIAL PLANNER™, and a Chartered Financial Consultant® charterholder. 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.