Welcome to my corner of financial expertise! I am Peter Mandoli, a seasoned financial planner with a passion for helping individuals and families achieve their financial goals since
2008. With over a decade of experience in the field, I bring a wealth of knowledge and dedication to every client interaction.

Professional Journey: My journey in financial planning has been marked by a commitment to understanding the unique needs of each client and providing tailored solutions. Whether it’s retirement planning, insurance planning, or wealth management, I strive to create financial roadmaps that align with your aspirations.

Beyond Numbers: While numbers and spreadsheets are my professional playground, I believe in the importance of balance. Outside the world of finance, you’ll find me engaging in various hobbies that enrich my life. I have a passion for hockey, where the thrill of the game keeps me on my toes. On the greens, I unwind through a round of golf, finding solace in the beauty of the course.

Family First: My biggest source of inspiration and joy comes from spending time with my two amazing kids. Family is at the core of everything I do, and the values learned at home reflect in my approach to financial planning. Understanding the importance of securing a stable future for your loved ones, I bring a personal touch to my professional services.

Nature Enthusiast: Away from the hustle and bustle, I find solace in the great outdoors. Camping under the stars, surrounded by nature’s beauty, rejuvenates me for the challenges and opportunities that each day brings. It’s a reminder of the importance of planning for the long term while cherishing
the present moments.

Let’s Plan Your Financial Future: Embark on a journey towards financial success with a partner who not only understands the intricacies of wealth management but also values the holistic aspects of life. I am here to guide you towards a secure and fulfilling financial future.

Feel free to reach out, and let’s start planning your financial success together!