Peter specializes in estate planning and asset protection for individuals, families, and businesses. He focuses on developing long-term relationships with his clients, so he can help to protect them throughout all of life’s changes.
Peter received his undergraduate degree from UCLA and graduated with honors in the top 5% of his class from Whittier Law School. After graduation, Peter served as staff counsel for the nation’s largest privately owned insurance company and was an associate at a premier Orange County business law firm. He founded his own estate planning firm in 2005 with the mission of helping clients safeguard their assets, families and loved ones.
Peter prides himself on his ability to truly listen to each client’s history and background in order to create a plan that meets their specific needs. Having spent his childhood in four different countries and six U.S. states, he appreciates the unique composition of each family and knows firsthand that thoughtful, solid planning can maximize both financial and family security. Peter resides in Orange County with his wife, Laurel, and their Boston Terriers, Humphrey and Bogart. Peter enjoys traveling, tennis, skiing, yoga, surfing, and triathlons.
Cash, Check, Credit card
|Association name||Position name||Duration|
|Family Wealth Planning Institute||Personal Family Lawyer||2008 - Present|
|University of California - Los Angeles||N/A||Other - Bachelors||N/A|
|Whittier College School of Law||N/A||JD - Juris Doctor||N/A|
|Family Wealth Protection and Preservation Workshop||Estate and Family Wealth Planning for Parents||2009|