Peter R. Wheeler,  CFP<sup>&reg;</sup> - Financial Advisor

Peter R. Wheeler, CFP®

CLU, ChFC,

CEO

WheelerFrost Associates, Inc.

3170 4th Ave, 3rd Floor
San Diego, CA 92103
FINANCIAL ADVISOR'S WEBSITE
(866) 478-8794
(619) 491-0225

General

Peter Wheeler is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at WheelerFrost Associates, Inc. in San Diego, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

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