Peter A. Chamberlain


For over 34 years, Peter has been working with business owners and executives to help them accumulate assets and preserve financial wealth through creative planning techniques and superior customer service. Peter uses competitive executive benefits programs for key executives of credit unions, using the latest in financial products, services and technology to help them achieve their financial objectives. Peter has earned the designations of Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®). He also holds the following FINRA registrations: Series 63 (Uniform Securities Agent State Law Examination), Series 65 (Uniform Investment Adviser Law Examination), Series 6 (Investment Company Products/Variable Contracts Limited Representative) and Series 7 (General Securities Representative).