Peter Arboleda leverages his extensive experience of over 20 years in the financial services industry, focused on financial planning and wealth management, to assist his clients in pursuing their financial goals. Hes dedicated to providing prudent advice and personalized strategic solutions to clients throughout all stages of their financial life.
Peters key areas of experience include investment management and cash flow, asset allocation and diversification management, IRA consolidations and 401K distribution strategies, long-term care and insurance services, distribution and transfer of wealth, portfolio reviews and recommendations, college planning, and retirement services.
Peter attended DePaul University, focusing on wealth management. He holds various licenses and certifications, including Chartered Retirement Planning Counselor (CRPC®) and the Accredited Investment Fiduciary (AIF®); He is also life, accident, and health insurance licensed; and has his long-term care certification.
As a tenured financial advisor, Peter adheres to a disciplined process that delivers a consistent wealth management experience. He draws upon the breadth and depth of IHT Wealth Management resources to provide a holistic approach to his clients financial life. His focus on cultivating lasting relationships with clients that are built on trust and mutual respect is a cornerstone of his approach to conducting business. He is committed to assisting clients in pursuing their dreams, and creating plans for protecting their legacy for generations to come.
CRPC® conferred by College for Financial Planning.
Peter Arboleda earned the AIF® designation in 2019. Attainment of the AIF® designation demonstrates understanding of the Prudent Practices® and methodology.
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