Peter Maller MBA, CFP®, AEP®
Founder & CEO at Maller Wealth Advisors, Inc.- Claim this Profile
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Bio
Credentials
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MBA, CFP®, AEP®
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Experience
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Maller Wealth Advisors, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Founder & CEO
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Jan 2014 - Present
Maller Wealth Advisors is a preeminent investment management and financial planning firm that offers unbiased advice, services, and solutions as well as an unparalleled client experience. By focusing on investment management and financial planning, our firm helps individuals, families, and business owners grow, preserve, protect, and transfer their financial legacy. To do so, we employ a time-tested approach to identify appropriate opportunities that are specifically tailored to our clients’ personal objectives, needs, and aspirations. Learn more about Maller Wealth Advisors at www.MallerWealthAdvisors.com. Peter Maller is a Registered Representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp. a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Maller Wealth Advisors, Inc. is not an affiliate of Lincoln Financial Advisors Corp. CRN-5493645-030323 Securities offered to residents of AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI & WV Show less
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Heritage Financial Consultants LLC
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United States
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Financial Services
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1 - 100 Employee
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Managing Partner and Founding Member
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Aug 1992 - Dec 2013
Prior to opening Maller Wealth Advisors, Peter Maller provided wealth management services through Heritage Financial Consultants, where he was founding partner and served as managing partner. Prior to opening Maller Wealth Advisors, Peter Maller provided wealth management services through Heritage Financial Consultants, where he was founding partner and served as managing partner.
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Education
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1991 - 1992
Florida State University - College of Business
Master of Business Administration (MBA), Business Administration and Management, General -
1987 - 1990
Washington College
Bachelor's degree, Business Administration and Management, General
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