Peter Barcia, CFA, CLU is a senior wealth advisor who provides comprehensive wealth management advice to his clients. Peter typically focuses on retirement plans and investment and insurance portfolios that seek to reduce financial stress and taxes. Peter’s career in the financial industry began over 30 years ago at MetLife, where he acted as a consultant to many of MetLife’s largest institutional clients, focusing on defined benefits, 401k and long term care plans. Using a consultative approach, Peter helped clients address concerns relating to plan design, asset allocation, investment product selection, funding requirements, and other asset and liability management issues. Peter has earned a number of professional designations including: Chartered Financial Analyst (CFA), Chartered Life Underwriter (CLU) and Certified Pension Consultant (CPC). He has passed the Series 7, Series 26 and Series 66 exams, and iis also licensed to sell insurance products. Peter received a Bachelor of Arts in Economics from St. John’s University.
About Wealth Services: Peter Barcia provides investment advice and financial planning to clients through Belpointe Asset Management, LLC, and insurance products through Belpointe Insurance, LLC. Don’t understand the difference between investment advice, insurance sales and the sale of investment securities? Click here to learn more.
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