John Peters CFP®, AIF®, PPC™

Manager, Retirement Plan Marketing

  • Drives marketing strategy, campaigns, and communications programs to support Commonwealth advisors working with clients who offer qualified retirement plans and IRAs
  • Consults on marketing, sales strategies, competitive positioning, service models, and best practices related to building and supporting a successful retirement plan practice
  • Holds FINRA Series 7, 63, and 65 securities registrations and the CERTIFIED FINANCIAL PLANNER™ professional certification, as well as the Accredited Investment Fiduciary® (AIF®), and Professional Plan Consultant (PPC™) designations
  • Earned a degree from Emory University
  • Has prior experience as an advisor to corporate retirement plans, where he was actively involved in sales/marketing and client service to plan sponsors nationwide