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Peter Wojanowski

Senior Financial Advisor

Peter Wojanowski is a seasoned Financial Investment Advisor with over 30 years of experience in the wealth management and advisory field.

He is a registered FINRA representative, holding Series 7, Series 63, and Series 66 registrations, along with licenses in life, annuity, and health insurance.

Peter's expertise includes estate planning, retirement planning, and wealth management strategies for high-net worth clients such as executives, attorneys, accountants, medical professionals, and small business owners.

He has worked in various locations across the United States including Newport Beach, California; Dallas, Texas; and Cleveland, Ohio, and is licensed to assist clients in multiple states.

Peter Wojanowski's educational background includes attending The Ohio State University and The University of Akron, majoring in Finance, along with a high school diploma from Archbishop Hoban.

He holds the Chartered Retirement Planning Counselor℠ designation from the College for Financial Planning and the Senior Portfolio Advisor title, enabling him to manage investment strategies for clients.

In addition to his professional endeavors, Peter enjoys reading, biking, exploring music and the arts, and is affiliated with St. Basil the Great in Brecksville, Ohio. He is married to Nelli and has a daughter, Heather, who is an alumna of Case Western University.

Peter Wojanowski
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Location

Greater Cleveland