Peter Abbate, CPFA^®, AWMA^®

ABOUT
With over 12 years of experience in financial services, I have guided individuals, families, and business owners to build, preserve, and transfer wealth. My experience includes developing comprehensive financial plans, managing investments, and providing strategic guidance to help clients work towards success. As your partner, we will work together to understand your specific short and long-term goals to create a customized financial roadmap.

QUALIFICATIONS

• Holds the CPFA and AWMA designation
• Holds FINRA Series 7, 66 and SIE securities licenses with LPL Financial
• Holds Florida life & health insurance licenses

EDUCATION
Graduated from UCF with a BS degree earned in Information Systems and Accounting. 

PERSONAL
When I’m not working with clients, you’ll likely find me staying active—whether it’s working out at the YMCA, going for a run, or playing soccer. Fitness is a big part of my daily routine and helps keep me energized and focused.

Family is at the heart of everything I do. My daughter recently graduated from the University of Florida and just got married, and my son is currently a student there as well. As our kids grow into their own lives, I’ve been enjoying more time with my wife and exploring new places together through travel.

And while it’s not always easy, I remain a loyal fan of the Mets, Jets, and Knicks—proof that perseverance and optimism are part of my DNA.