Peter Wheeler's Email & Phone

President & CEO at WFA Wealth Managers

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Peter Wheeler's Contact Details

Company
WFA Wealth Managers
Company Address
San Diego CA

About Peter Wheeler

Peter Wheeler, CLU, ChFC, CFP President and CEO Pete has over 40 years of experience in the financial services industry and is a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), and a Certified Financial Planner (CFP). He graduated from the University of Arizona with a B.S. in Finance. Pete has been listed as one of the top advisors in the country by both Worth and Bloomberg Wealth Manager magazines. He is a recognized expert in the industry and has been featured on numerous television and radio programs and in a variety of financial journals. Pete has authored several books, is a member of the advisory board for San Diego State University's Sports Management MBA program, and is retired a Commander from the US Naval Reserve.

Peter Wheeler's Current Workplace

Headquarters
3170 Fourth Avenue, 3rd Floor, San Diego CA
Website
wfawealthmanagers.com
Revenue
10000
Employees
49
Founded it
1982
Industry
Financial Services

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FAQ

Which company does Peter Wheeler work for?
Peter Wheeler works for WFA Wealth Managers as President & CEO
Which industry does Peter Wheeler work in?
Peter Wheeler works in the industry of Finance
Who are Peter Wheeler's coworkers?
Peter Wheeler's coworkers are David White, Annette Wilder
Where is Peter Wheeler located?
Peter Wheeler works for WFA Wealth Managers in San Diego CA

Peter Wheeler’s Colleagues at WFA Wealth Managers

David White

Sr. Financial Advisor

Phone Email
Annette Wilder

Client Services Manager

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