Pete Berneburg has over two decades of experience in the investment industry spanning roles that include bank teller, investment customer service representative, investment product manager, and wealth manager/financial planner. This career experience provides him a unique perspective on investing and financial planning enabling him to assist clients in pursuing their goals and dreams.
Pete thrives on understanding his clients' needs and objectives by identifying alternatives to help them pursue their best financial outcome. Through a collaborative process, he works with clients to assist them in identifying goals and maximizing the effectiveness of their income, savings plan, and financial resources. For more complex long-range planning goals, Pete works with clients to craft a comprehensive financial plan which outlines tailored strategies to help them seek the ideal outcome.
Pete is a graduate of the University of Maryland, from which he earned a degree in Finance and he is a Certified Financial Planner, holding this designation for two decades. He also holds FINRA Series 4, 7, 63 and 65 securities registrations, as well as life and health insurance licenses in several states.
A longtime Maryland resident, Pete currently resides in Kensington, MD with his wife and daughter. In his free time Pete enjoys reading, hiking, biking and traveling with his family, and supporting his daughter in her extracurricular activities.