Pete Heckman has been in the financial planning field for over 10 years, beginning his career as an advisor at Independence Planning Group outside Philadelphia. At IPG, Pete built a practice advising medical professionals and families on holistic financial strategies. He currently works with clients across the country helping them make informed decisions around growing and protecting their wealth. Pete works extensively with physician's and has published several articles on planning for medical professionals.
Before starting at IPG, Pete received his B.A. from Gettysburg College, where he was a contributing writer to the Gettysburgian and a member of the student senate. He is originally from Long Island and currently resides in Manhattan.