I want you to be a confident investor so you can work toward your life goals and dreams. I will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust I aim to earn through integrity, hard work and service.
Wesley Peltzer
- MBA
- APMA
- Financial Advisor
I love helping people create plans that support a life of meaning and happiness, because one thing I have learned is that money makes a difference. Money, however we choose to have a relationship with it, is a huge part of our lives, our futures, and our world. I want it to be a good thing in my clients lives and I strive to help them understand and make the best of the complex financial decisions and products out there so that money can be something they enjoy, rather than something they fear or feel overwhelmed by.
Plus, I am a complete nerd when it comes to finances and economics. I love the numbers and the complex social system that makes up a living, breathing economy and I enjoy helping my clients navigate that system because like so many people I have been on the good and the bad end of money in my life. I think it goes without saying we'd all like more of the good and I want that for my clients.
I also have an intense fascination with learning and to sate my fascination with business and finances I got my MBA with a specialization in Finance from Ashford University as well as my Accredited Portfolio Management Advisor designation from the Kaplan College of Financial Planning.
Personally, I use my passion for planning as a sailor. My big bucket list goal is to sail from San Diego to Hawaii. When I am not sailing, I enjoy playing with my daughter Yara.
I am always happy to meet new people and share what I know, that's the biggest part of what makes what I do meaningful and fun, so please feel free to drop me a line if you have questions about planning.
Plus, I am a complete nerd when it comes to finances and economics. I love the numbers and the complex social system that makes up a living, breathing economy and I enjoy helping my clients navigate that system because like so many people I have been on the good and the bad end of money in my life. I think it goes without saying we'd all like more of the good and I want that for my clients.
I also have an intense fascination with learning and to sate my fascination with business and finances I got my MBA with a specialization in Finance from Ashford University as well as my Accredited Portfolio Management Advisor designation from the Kaplan College of Financial Planning.
Personally, I use my passion for planning as a sailor. My big bucket list goal is to sail from San Diego to Hawaii. When I am not sailing, I enjoy playing with my daughter Yara.
I am always happy to meet new people and share what I know, that's the biggest part of what makes what I do meaningful and fun, so please feel free to drop me a line if you have questions about planning.
Contact
Our Commitment to You
We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.
Locations
We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.