Peter Wang, MBA, MS, AIF®, CPFA®, C(k)P®

Peter is a Registered Principal with 30 years of experience in financial services. He's built a practice that specializes in providing practical plan design and fiduciary guidance to help businesses and non-profit organizations manage their retirement plans. He believes in building strong and trusted relationships with his clients to better understand, design, and reach their goals. He acts as a personal advocate to help identify issues that may arise such as fee transparency, fiduciary gaps, conflicts of interest, and plan design inefficiencies. Peter was awarded the Accredited Investment Fiduciary designation, the Certified Plan Fiduciary Advisor designation, and is a Founding Lecturer and C(k)P designee for The Retirement Advisor University at UCLA Anderson School of Management Executive Education. In addition, Peter has spoken at the Native American Finance, 401k Exchange, and Regional Retirement Plan Conferences in various states, as well as alongside the Supervisory Investigators with US Department of Labor.