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Peter F Florio profile image

Peter F Florio

Principal at Florio Wealth Management Group
Intro Book
Seasoned financial professional with expertise in estate planning and wealth management.
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Location
Woodbury, New York, United States, US
Skills
  • Estate Planning
  • Financial Planners
  • Pensions
  • Retirement Planning
  • Financial Planning
  • Show all
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Bio

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Peter F Florio is a seasoned financial professional with expertise in estate planning, financial planning, pensions, retirement planning, and wealth management. He has over 30 years of experience, including 11 years as a Principal at Florio Wealth Management Group, where he developed comprehensive planning solutions for small business owners and high net worth individuals. With a strong educational background, including an MBA from Hofstra University and a B.S. from St. John's University, Peter has a proven track record of delivering high-quality financial services. He holds various certifications, including Certified Financial Planner, Certified Exit Planner, and Chartered Financial Consultant.

Credentials

  • Certified Exit Planner
    Business Enterprise Institute
  • Certified Financial Planner
    CFP Board of Standards
  • Certified in Long Term Care
    Corporation for Long Term Care
  • Charterd Life Underwriter
    The American College
  • Chartered Financial Consultant
    The American College
  • Life Underwriter Training Council Fellow
    National Association of Financial Service Professionals

Experience

  • Florio Wealth Management Group
    • Principal
      • Oct 2012 - Present

      I develop comprehensive planning solutions for small business owners and high net worth individuals. Areas of concentration include business continuity and succession planning, wealth management, investment allocation, insurance planning, college planning, estate planning and retirement planning.

  • The Island Financial Group
    • Senior Partner
      • Apr 1999 - Sep 2012

      Financial Planning; Business and Estate Planning

  • The Flore Agency
    • Associate
      • Apr 1986 - Mar 1999

      Insurance and Investment Planning

Education

  • 1977 - 1980
    Hofstra University, Hempstead, NY
  • 1972 - 1976
    St. John's University
  • 1972 - 1976
    St. John's University, Jamaica, NY
  • Maria Regina, DHS
  • Maria Regina, DHS

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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