Peter Roy

Background

About Peter Roy

As a financial advisor with U.S. Bancorp Investments, I will work with you as your trusted financial advisor to help build, preserve and transfer your wealth through a long-term, one-on-one relationship. With a thorough understanding of your needs and financial goals, I can create a personalized plan that helps work toward those dreams. I use a disciplined financial planning process to address a wide range of topics to help you work toward realizing your goals. I have been serving clients as a Wealth Management Advisor since 2021 and have been in the financial services industry since 2018. What do you want most out of your financial advisor? If you’re looking for someone who takes the time to truly understand what is most important to you and your loved ones, and then builds a financial plan to help you achieve those goals, I could be the answer. Together we’ll address the following to help make sure we leave no stone in your financial life unturned: investing, insurance, liabilities, qualified retirement plans, IRA distributions, executive stock options, business succession, retirement, durable powers of attorney, gifting, titling assets, executor/successor trustee matters, and distribution of wealth and charitable inclinations at death. I will work to guide you through life’s complexities and help you plan accordingly. Please direct all business communications to me at Investment and insurance products and services including annuities are: NOT A DEPOSIT • NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc, member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank. Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License# OE24641.