PHILIP A. PELOQUIN, CFP®
Phil Peloquin has over 30 years of experience in the financial services industry. Phil leads the team in helping each client clearly identify the goals that are most important to them, and then working to develop a plan to achieve those goals.
Phil understands that time is a precious commodity, and so his practice has evolved in a direction intended to create time for his clients. Providing clients with a clearly articulated roadmap for managing their wealth allows them the freedom to allocate their time where it provides the greatest benefit, whether that’s growing their business, pursuing their life’s passions or spending time with friends and family.
Phil lives in Milton, Massachusetts with his wife, Kerri and two sons Oskar and Tait.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.