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Peter Morimoto
Peter Morimoto
Managing Director | Lido Advisors, LLC
San Diego, California, United States
Peter Morimoto
Summary
Peter Morimoto is a seasoned Wealth Manager and Managing Director with extensive experience in the financial services sector. He has a proven track record in business succession planning, estate investment planning, and risk management, making him a trusted advisor for high-net-worth individuals. Currently based in San Diego, California, Peter has held leadership roles at prominent firms such as Lido Advisors and First Republic Private Wealth Management. His background includes over two decades of experience at Wells Fargo Advisors, where he served as a Senior Financial Advisor. Peter's expertise extends to developing tax-advantaged investment strategies and retirement planning. His commitment to client relationships and innovative financial solutions sets him apart in a competitive industry. He is passionate about empowering clients to achieve their financial goals through strategic planning and personalized service.
Peter Morimoto
Work Experience
Managing Director at
Lido Advisors, LLC
May 2023 - Present
Wealth Manager - Managing Director at
First Republic Private Wealth Management
January 2019 - May 2023
Senior Financial Advisor - Wealth Management, Senior Vice President-Investments at
Wells Fargo Advisors
October 1997 - January 2019
Peter Morimoto
Education
University of California, San Diego
January 1993 - January 1997
Frequently Asked Questions about Peter Morimoto
What is Peter Morimoto email address?
Peter Morimoto's primary email address is *********@firstrepublic.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Peter Morimoto work for?
Peter Morimoto is a Managing Director at Lido Advisors, LLC, a company specializing in Functions related to depository banking.
Where Peter Morimoto graduated from?
Peter Morimoto holds a degree in from University of California, San Diego.
How can I directly contact Peter Morimoto?
To contact Peter Morimoto directly, you can use the email address *********@firstrepublic.com. Complete contact information is available upon registration with Muraena.
Who is Peter Morimoto?
Peter Morimoto is a seasoned Wealth Manager and Managing Director with extensive experience in the financial services sector. He has a proven track record in business succession planning, estate investment planning, and risk management, making him a trusted advisor for high-net-worth individuals. Currently based in San Diego, California, Peter has held leadership roles at prominent firms such as Lido Advisors and First Republic Private Wealth Management. His background includes over two decades of experience at Wells Fargo Advisors, where he served as a Senior Financial Advisor. Peter's expertise extends to developing tax-advantaged investment strategies and retirement planning. His commitment to client relationships and innovative financial solutions sets him apart in a competitive industry. He is passionate about empowering clients to achieve their financial goals through strategic planning and personalized service.
Peter`s contact details
*********@firstrepublic.com
**************@wellsfargoadvisors.com
****************@wellsfargo.com
*********@lidoadvisors.com
Colleagues
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Chief Executive Officer and Founder
Director & Chief Financial Officer
Senior Vice President
Senior Vice President of Wealth Management
Senior Vice President - Senior Wealth Manager
President
Senior Vice President, Senior Wealth Advisor
Managing Director, Senior Wealth Advisor