Peter J. Holmes, CFP®, CLU®, ChFC®, RHU®, REBC®, CASL®, RICP®, CLTC®
Managing Director—Protection Specialist
Peter is a graduate of Harvard University with a BA in Economics. He has over 34 years of field experience educating high net worth clients on how life, disability, and Long-Term Care insurance fits into their overall financial plans. Prior to joining Strategies for Wealth, he spent 3+ years at Citizens Bank where he helped high net worth advisors and advanced planners implement insurance solutions for their clients. Prior to Citizens Bank, Pete wholesaled Guardian life products for over 10 years to the New England General agencies including Strategies for Wealth. He has vast industry knowledge and helps clients and trustees understand and evaluate their existing coverage through a comprehensive insurance review process. In addition, Pete was a certified CE instructor in NY and the New England states. He helped advisors and their CPA Centers of Influence by providing CE and CPE credits.
Peter resides in Newton, MA with his wife, Amy. He coached high school and youth wrestling and enjoys watching his five children participate in their sporting and extracurricular activities.