Peter T. Palion,  CFP<sup>&reg;</sup> - Financial Advisor

Peter T. Palion, CFP®


Master Plan Advisory, Inc.

873 Oyster Bay Rd
East Norwich, NY 11732

Master Plan Advisory, Inc.

60 E 42nd St, 46th Floor
New York, NY 10165
(800) 489-8603
(516) 538-9333 (212) 338-0828


Peter Palion is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Master Plan Advisory, Inc. in East Norwich, NY and the surrounding communities.

Financial Advisor Overview

An independent CFP® practitioner providing comprehensive financial planning free of proprietary product pressures or sales quotas to high-net worth individuals and business owners. Please visit for further information.


Financial Advisor Experience

Entered the financial services industry in 1987, awarded the Certified Financial Planner™ credential before the age of thirty. Please visit for further information.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications


Insurance Licenses

  • Life insurance: FL,NJ,NY,PA
  • Health/disability insurance: FL,NJ,NY,PA
  • Fixed annuities: FL,NJ,NY,PA
  • Variable annuities: FL,NJ,NY,PA

Broker-Dealer Affiliation

RNR Securities, L.L.C.

Broker-Dealer Disclaimer

Advisory Services offered through Master Plan Advisory, Inc. Securities offered through RNR Securities, LLC, Member FINRA/SIPC. Master Plan Advisory and RNR Securities are independent companies.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Special Needs, Personal Taxes


Helpful Financial Planning Resources