PETER J. GLAAB, III, CFP®

With over 40 years of dedicated service in the Financial Planning arena, Pete built a legacy of trust and experience that has empowered countless clients to achieve their financial goals. Since 1981, Pete applied his real-world experience to guide individuals and families in areas such as Retirement Planning, Education Funding, Risk Management, and Proper Asset Allocation.

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Although Pete is transitioning into retirement, his commitment to exceptional service and personalized financial strategies lives on through his son, Kyle, who he has mentored. His approach centered on understanding each client's unique needs, values, and family dynamics—a tradition that continues as part of his lasting legacy.