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Todd Peters

Todd Peters

Partner, Senior Wealth Advisor
6173692305
tpeters@rwawealth.com
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Experience
the human side of wealth.®

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.

Accreditations

  • CFA®

Education

  • B.A., Finance, University of Toledo

Location

Newton Office

85 Wells Avenue, Suite 109,
Newton, MA 02459
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

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This material is presented by RWA Wealth Partners, LLC. the contents are for informational and educational purposes only and are not intended as investment, legal, or tax advice. Please consult with your investment, legal, or tax advisor concerning any specific questions you may have.

 

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