Peter Roulet

Background

About Peter Roulet

I am a FIRE Starter/Financial Advisor, I coach clients to create a holistic plan for their finances so they become Financially Independent and are ready to Retire Early. We cover all important areas including investment management, retirement planning, and risk assessment. With over 20 years of professional experience in diverse fields of business, I have developed a unique set of skills and competencies that enable me to offer personalized plans for my clients. I have a proven track record of exceeding sales goals, developing and implementing comprehensive financial plans, and fostering strong client relationships. Previous to my current role, I owned and operated my own fitness venture, Peak 5 Fitness, for more than 13 years. I managed all aspects of the business, from budgeting and marketing to payroll and strategic planning. In addition to running this successful business, I worked for 15 years at Kaiser Permanente as a certified master trainer teaching professional development and leadership to thousands of employees. In conjunction with teaching, I led the LMP Education Department where I oversaw and ensured compliance along with reliability of operations. My mission is to help people achieve their financial and fitness goals and to empower them with the knowledge and skills they need to thrive.