Peter Shapoval, CFP®

Associate Financial Planner
Peter Shapoval, CFP®

Associate Financial Planner

Peter Shapoval, CFP®

Peter Shapoval is a financial planning professional with experience in wealth management operations, client service, and comprehensive planning support. He is known for his detail-oriented approach, strong process mindset, and commitment to helping clients and advisors execute financial strategies with clarity and confidence. Peter holds the CFP®, RICP®, Series 7, Series 6, and Series 63, and is passionate about building long-term relationships through thoughtful, personalized planning.