Peter F. Gaertner, CFP<sup>&reg;</sup> - Financial Advisor

Peter F. Gaertner, CFP®

RICP, CDFA

Investment Advisor

Roffman Miller & Associates

1835 Market Street, Suite 500
Philadelphia, PA 19103
FINANCIAL ADVISOR'S WEBSITE
(215) 981-1030 CONNECT WITH Peter
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General

Peter Gaertner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Roffman Miller & Associates in Philadelphia, PA and the surrounding communities.

Financial Advisor Experience

Peter joined Roffman Miller & Associates in 2024 as an Investment Advisor. Previously, he spent ten years at an independent investment firm as a Senior Financial Advisor focusing on creating effective family wealth strategies around life transitions. Peter, a native of Berlin, Germany, is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Divorce Financial Analyst® and holds FINRA Series 63 Security licenses along with Life and Fixed Annuity/Variable Annuity insurance licenses. He has won the prestigious award of Five Star Wealth Manager every year since 2015 that highlights and selects advisors who show a commitment to clients, demonstrate strong industry credentials and are evaluated on the quality of their current practice. In 2020, he was listed in Fortune magazine as one of 40 under 40 Five Star Wealth Managers. He is an active member of the Financial Planning Association (Philadelphia Chapter) and the Society for Financial Service Professionals Delaware Chapter. He supports both chapters as a board member and has held different titles over the years including President. Peter has instructed at Delaware State University as an adjunct professor for the financial planning minor, teaching estate planning and retirement planning courses. He also taught Modern Retirement Planning courses in Wilmington and, since 2020, has been volunteering his time to teach courses around retirement planning at Delaware Public libraries. He earned an MBA and a Bachelor of Science in Finance and Banking from Delaware State University, where he also served as the Football team’s place kicker during his studies. He currently resides in North Wilmington with his wife Erin and their young children Ben, Cole and Sarah. During his free time, he enjoys coaching his kids’ sports teams or simply and quietly watching them play sports and when time allows play golf, tennis or go skiing.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

None/NA
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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