Todd Peters is a partner and senior wealth advisor at RWA Wealth Partners. In his role, Todd meets with current and potential clients to establish and implement investment and financial planning strategies based on their unique goals. Using his expertise to analyze each client’s financial picture through a holistic framework, Todd assesses specific needs and strategically plans for their near- and long-term time horizons.

Todd began his career in the financial services industry in 1982 and joined RWA Wealth Partners through its acquisition of Kobren Insight Management in 2011. Prior to joining Kobren Insight Management in 1993, he spent six years as a registered representative for Fidelity and four years as a compliance specialist with Financial Services Corporation.

Todd earned his B.A. in finance from the University of Toledo. He holds the Chartered Financial Analyst (CFA^®) certification and is a member of the CFA Institute and the CFA Society Boston.

Todd resides in Wellesley, MA, with his family.