Broker Check
Peter B. Fink, CFP®

Peter B. Fink has been a Financial Advisor since 1964.  He began his career as a stockbroker at Shearson, Hammill & Co. in Beverly Hills, CA and joined Waddell & Reed in 2012 as a Financial Advisor.  Located in Santa Monica, CA, he serves clients primarily through his research and monitoring of the markets.  He believes that communication and education are some of the keys to long-term relationships and is known for his frank and open conversations.

 

Peter earned a Bachelor’s degree from West Virginia Wesleyan College and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2007. 

 

Outside of business, Peter is very active with the American Youth Soccer Organization and is a Referee, Referee Instructor, Assessor, Evaluator and Mentor. Additionally, he is a member of the Board of Governors of the City of Hope in Duarte, CA.  He is a proud grandfather and enjoys skiing and motorcycle riding, balancing his love of the markets with his love of family and community.

 

Waddell & Reed is not affiliated with any other organizations referenced.  09/18