Peter J. Alofsin,  CFP<sup>&reg;</sup> - Financial Advisor

Peter J. Alofsin, CFP®

Partner

Capital Wealth Management, Inc.

1300 Division Rd, Ste 203
West Warwick, RI 02893
(401) 885-1060 x108

General

Peter Alofsin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Capital Wealth Management, Inc. in West Warwick, RI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - RFC, CMFC

Insurance Licenses

  • Life insurance: RI
  • Health/disability insurance: RI
  • Fixed annuities: RI
  • Variable annuities: RI

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Business Taxes, Investment Management, Estate Planning, Employee Benefits, Insurance, Life Planning, Retirement, Personal Taxes

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Helpful Financial Planning Resources