Your trust is our guide Simple Storage Service (S3)
Your trust is our guide Peter J. Alofsin, CFP®, AIF®, RFC®, CMFC Partner Phone: (401) 885-1060 x108 E-mail: [email protected]
As a partner of Capital Wealth Management, Peter has more than 20 years of combined experience in the insurance and investment industry. An Investment Advisor Representative and Registered Representative of Triad Advisors, Inc., Peter is responsible for handling many of the firm’s comprehensive investment advisory and financial planning engagements. Peter is also a Wealth Manager, advising his clients in the areas of investments, estate and insurance planning services, non-qualified retirement, 401(k), profit sharing plans, business succession, and providing counsel on asset allocation and customized investment monitoring. As an active member of Capital Wealth Management’s Investment Committee, Peter’s expertise provides guidance on many of the firm’s investment decisions. A resident of Middletown, RI with his wife, Liz, and their four children, Peter enjoys playing golf and squash, and summers at the beach with his family. Education/Training:
Helping to build and Preserve Wealth
. B.S. Business Administration, University of Rhode Island, Kingston, RI . Certified Financial Planner (CFP®), Bryant University, Smithfield, RI . Registered Financial Counselor (RFC®), International Association of Registered Financial Consultants, Inc., Middletown, OH . Chartered Mutual Fund Counselor (CMFC), College for Financial Planning, CO . Accredited Investment Fiduciary (AIF®), fi360, Pittsburgh, PA Notable Memberships:
. Financial Planning Association . International Association of Registered Financial Consultants . Rhode Island Association of Insurance and Financial Advisors . Society of Financial Services Professionals Personal Information:
. Board of Directors, Middletown Little League . Board of Directors, Make A Difference Foundation Securities offered through Triad Advisors, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Capital Wealth Management, Inc., a registered investment advisor. Capital Wealth Management, Inc. and Triad Advisors, Inc. are not affiliated.
1300 Division Road, Ste. 203 phone: (401) 885-1060
.
.
fax: (401) 885-9050
West Warwick, RI 02893
.
www.CapitalWealthInc.com
As a partner of Capital Wealth Management, Peter has more than 20 years of combined experience in the insurance and investment industry. An Investment Advisor Representative and Registered Representative of Triad Advisors, Inc., Peter is responsible for handling many of the firm’s comprehensive investment advisory and financial planning engagements. Peter is also a Wealth Manager, advising his clients in the areas of investments, estate and insurance planning services, non-qualified retirement, 401(k), profit sharing plans, business succession, and providing counsel on asset allocation and customized investment monitoring. As an active member of Capital Wealth Management’s Investment Committee, Peter’s expertise provides guidance on many of the firm’s investment decisions. A resident of Middletown, RI with his wife, Liz, and their four children, Peter enjoys playing golf and squash, and summers at the beach with his family. Education/Training:
Helping to build and Preserve Wealth
. B.S. Business Administration, University of Rhode Island, Kingston, RI . Certified Financial Planner (CFP®), Bryant University, Smithfield, RI . Registered Financial Counselor (RFC®), International Association of Registered Financial Consultants, Inc., Middletown, OH . Chartered Mutual Fund Counselor (CMFC), College for Financial Planning, CO . Accredited Investment Fiduciary (AIF®), fi360, Pittsburgh, PA Notable Memberships:
. Financial Planning Association . International Association of Registered Financial Consultants . Rhode Island Association of Insurance and Financial Advisors . Society of Financial Services Professionals Personal Information:
. Board of Directors, Middletown Little League . Board of Directors, Make A Difference Foundation Securities offered through Triad Advisors, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Capital Wealth Management, Inc., a registered investment advisor. Capital Wealth Management, Inc. and Triad Advisors, Inc. are not affiliated.
1300 Division Road, Ste. 203 phone: (401) 885-1060
.
.
fax: (401) 885-9050
West Warwick, RI 02893
.
www.CapitalWealthInc.com
