Wealth Advisor│Managing Director of Investments
Peter Haroun is an entrepreneurial individual with over a decade of experience serving clientele by determining optimal financial strategies to drive portfolio growth and maintain financial independence. He focuses on the management, preservation, and transition of wealth for individuals, families, and business owners, focusing on serving his client’s needs first and foremost. Peter’s practice is built on the four cornerstones of comprehensive wealth management: investments, liability management, risk management, and trust and estate investment planning. He excels in his present role as a financial advisor for numerous reasons, including his strong record of success in building and scaling a variety of portfolios; his innate quality of being an active and attentive listener, enabling him to identify, meet and exceed his clients’ needs and goals irrespective of their risk profile; and his strong ethical code and unwavering commitment to his fiduciary focus for his clients. Peter’s approach to wealth management is best captured in one of his favorite quotes “Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.” Peter’s experience in creating and implementing customized financial plans for his clients empowers them to become the drivers of their financial goals and allows them to feel in control through whatever life may bring.
Peter currently holds series 6, 7, 63 through LPL Financial and his 65 license through Strategic Wealth Advisors Group. He obtained his Bachelor of Science in Business Administration from the California State University Fullerton with an emphasis on marketing in 2005. After graduating, Peter married his lovely wife, Jennifer, and had two children, ages 10 and 8. He loves sports – specifically the Los Angeles Chargers, Lakers, and Dodgers – and enjoys coaching youth basketball for his kids. He loves travel, health and fitness, music, hiking, biking, golf, ice cream, and is an active member at his local church. Peter is passionate about both personal and professional development and leads by example, pulling those around him in a positive trajectory.