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Learn About Me
Peter A. Scocca, CFP
First Vice President - InvestmentsFundamental Choice Portfolio Manager
About me
With over 16 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and objectives. My experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.
Prior to joining Wells Fargo Advisors in 2022, I was a Vice President, Wealth Planner for Fidelity Investments. I hold a bachelor’s degree in Finance from the Fairleigh Dickinson University – Silberman College of Business. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNERTM practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board).
Comprehensive wealth planning
It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We will continue to work together through the years to make sure that your investment strategies are aligned with your goals and needs.
Additionally, I can partner with you and your other advisors — including your CPA and attorney — to develop an estate planning strategy for your circumstances. Wells Fargo Advisors is not a legal or tax advisor. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
Advice for your full financial life
The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you will enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It is a distinct advantage of working with one of the world’s premier financial institutions.
About Wells Fargo Advisors
Wells Fargo Advisors, which traces its roots to 1879, grew through mergers with highly respected regional and national firms. It is a non-bank affiliate of Wells Fargo & Company, one of the nation’s largest financial institutions.
With over 16 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and objectives. My experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.
Prior to joining Wells Fargo Advisors in 2022, I was a Vice President, Wealth Planner for Fidelity Investments. I hold a bachelor’s degree in Finance from the Fairleigh Dickinson University – Silberman College of Business. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNERTM practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board).
Comprehensive wealth planning
It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We will continue to work together through the years to make sure that your investment strategies are aligned with your goals and needs.
Additionally, I can partner with you and your other advisors — including your CPA and attorney — to develop an estate planning strategy for your circumstances. Wells Fargo Advisors is not a legal or tax advisor. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
Advice for your full financial life
The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you will enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It is a distinct advantage of working with one of the world’s premier financial institutions.
About Wells Fargo Advisors
Wells Fargo Advisors, which traces its roots to 1879, grew through mergers with highly respected regional and national firms. It is a non-bank affiliate of Wells Fargo & Company, one of the nation’s largest financial institutions.