Pete Fry
Financial Planning Manager at Ep Wealth Advisors
Based in Ridgefield, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Ridgefield
Industry
Financial Services
Company size
627
Contact information
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p•••••••@epwealth.com
Phone
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Background
About Pete Fry
After several years as an independent consultant with a focus on small businesses and start ups I became a CERTIFIED FINANCIAL PLANNER™ professional. I enjoy helping people achieve their goals by effectively managing their financial affairs. As a business consultant, I support and assist entrepreneurs as they build their companies and realize their dreams. My background in commercial banking included experience ranging from relationship management to operations and human resource management. I have advised and mentored entrepreneurs in a business accelerator setting and as an independent consultant since 2003. Specialties: Personal financial planning, business planning, estate planning, retirement planning, financial projections, start up strategy, marketing strategy.
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