What is Peter Geldis Cfp email address?

Peter Geldis Cfp's primary email address is ***@hamiltoncapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Peter Geldis Cfp work for?

Peter Geldis Cfp is a Managing Director at Hamilton Capital, a company specializing in Security brokers & dealers.

Where Peter Geldis Cfp graduated from?

Peter Geldis Cfp holds a degree in from Fisher College of Business.

How can I directly contact Peter Geldis Cfp?

To contact Peter Geldis Cfp directly, you can use the email address ***@hamiltoncapital.com. Complete contact information is available upon registration with Muraena.

Who is Peter Geldis Cfp?

Peter Geldis is a dedicated Certified Financial Planner™ with a focus on empowering clients to make informed financial decisions. With over 17 years of experience in the financial services sector, he currently serves as the Managing Director at Hamilton Capital Management, where he leads strategic initiatives that enhance client wealth and financial freedom. Peter's approach combines insightful planning with a dynamic investment process, ensuring that his clients not only accumulate wealth but also achieve a meaningful financial life. He has a diverse background, having worked with various client profiles including families, healthcare professionals, and entrepreneurs. Peter holds an MBA from The Ohio State University and a Bachelor's degree from Miami University. His commitment to client success is evident in his active role on the firm's Strategic Leadership Team. Outside of work, he values connections and is open to learning more about others' financial journeys.