Peter F. Gaertner,  CFP<sup>&reg;</sup> - Financial Advisor

Peter F. Gaertner, CFP®

MBA

Financial Advisor

Affinity Wealth Management, LLC

2961 Centerville Road, Suite 310
Wilmington, DE 19808
FINANCIAL ADVISOR'S WEBSITE
(302) 254-6121 CONNECT WITH Peter
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General

Peter Gaertner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Affinity Wealth Management, LLC in Wilmington, DE and the surrounding communities.

Financial Advisor Experience

Peter joined Affinity Wealth Management in 2013 as a Financial Planner after five years with JPMorgan’s Private Bank. While at JPMorgan, he gained valuable insights into many operational and service related aspects of servicing complex relationships which now enables him to have deeper and stronger relationships with his current clients. Peter, a native of Berlin, Germany, is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Divorce Financial Analyst® and holds FINRA Series 7 and 63 Security licenses along with Life and Fixed Annuity/Variable Annuity insurance licenses. He has won the prestigious award of Five Star Wealth Manager every year since 2015 that highlights and selects advisors who show a commitment to clients, demonstrate strong industry credentials and are evaluated on the quality of their current practice. In 2020, he was listed in Fortune magazine as one of 40 under 40 Five Star Wealth Managers. He is an active member of the Financial Planning Association (Philadelphia Chapter) and the Society for Financial Service Professionals Delaware Chapter. He supports both chapters as a board member and has held different titles over the years including President. Peter has instructed at Delaware State University as an adjunct professor for the financial planning minor, teaching estate planning and retirement planning courses. He also taught Modern Retirement Planning courses in Wilmington and since 2020, has added webinars surrounding retirement and taxation topics to his educational offerings. He earned an MBA and a Bachelor of Science in Finance and Banking from Delaware State University, where he also served as the Football team’s place kicker during his studies. He currently resides in North Wilmington with his wife Erin and their young children Ben, Cole and Sarah. During his free time, he enjoys coaching his kids’ sports teams or simply and quietly watching them play sports and when time allows play golf, tennis or go skiing for himself.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA RICP

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Cross-border Planning, Investment Management, Estate Planning, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Irregular Income, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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