Peter Sengos

Background

About Peter Sengos

As a Finance major at the University of Rhode Island with hands-on experience through my internship at Certified Financial Services, I’m passionate about helping individuals and families achieve long-term financial security. I’m actively pursuing a career in wealth management and financial advising, where I can combine my strengths in communication, relationship-building, and analytical thinking to make a meaningful impact. I’m especially drawn to personalized financial planning - developing investment strategies, helping clients navigate life transitions, and making complex financial concepts easy to understand. My experience so far has taught me the importance of trust, education, and empathy in this field. I thrive in client-facing environments, and I’m eager to grow in firms that value integrity, client success, and lifelong learning. I’m continuously developing my skills in financial analysis, portfolio management, retirement planning, and goal-based advising, and plan to pursue my licensing and certifications in the near future.