Pete McMahon brings two decades of financial planning expertise and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since his 3rd year in the profession. Most recently he joins us from J.P. Morgan Chase where he spent the past 13 years. He is passionate about creating an engaged planning process, and will model multiple scenarios to help foster confidence in each client's unique lifepath. His clientele include retirees, younger professionals, and closely-held business owners. Pete originally hails from Connecticut but has called San Diego home since 2007.
In his spare time, he enjoys playing basketball, live music, and travel.
Pete majored in Economics at the University of Richmond in Virgina, with a minor in Spanish and a semester abroad at the Tecnológico de Monterey in Guadalajara, Mexico.
- FINRA Series 7 Registration
- FINRA Series 66 Registration
- Life, Health, and Accident Insurance License