Financial Planner
Peter Lombardi immigrated to the United States in 1975, where he was the first generation to graduate from all levels of school and receive his MBA from Chapman University. Peter firmly believes a well-educated client will be better able to navigate financial obstacles and that is why he believes that education is crucial to any relationship with him. He has been helping clients through their financial journeys since the mid-1990s and has both advisory and managerial experience. As a Certified Financial Planner, Peter excels at putting their clients in the best position to succeed in the long term. It is his aim to always treat clients as his family or friends, with no exceptions.
When he’s not in the office contemplating life’s financial complexities, Peter is a devoted family man. He has known his wife since the age of 8 and currently has a son, Andre, who hopes to rule the world as either a musician and/or medical professional. Peter is also an avid sports fan, especially a life-long Lakers fan since 1980 and a supporter of all things Calcio(soccer), including the U.S. and Italian National Team and FC Palermo. He also enjoys music, food, a good Netflix series, theology, and online chess. Peter loves animals and has a dog, Coco, and a tortoise, Squirt, who are considered family members. Peter’s faith dictates that everyone should have the ability to live the best life possible and looks forward to working with you.
Professional Designations
Certified Financial Planner™ Professional (CFP®)
Masters in Business Administration (MBA®)