Peter F. Gaertner, CFP®, CDFA™, MBA
Peter joined Affinity Wealth Management in 2013 as a Financial Planner after five years with JPMorgan’s Private Bank. While at JPMorgan, he gained valuable insights into many operational and service related aspects of servicing complex relationships which now enables him to have deeper and stronger relationships with his current clients.
Peter, a native of Berlin, Germany, is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Divorce Financial Analyst® and holds FINRA Series 7 and 63 Security licenses along with Life and Fixed Annuity/Variable Annuity insurance licenses. He has won the prestigious award of Five Star Wealth Manager every year since 2015 that highlights and selects advisors who show a commitment to clients, demonstrate strong industry credentials and are evaluated on the quality of their current practice.
He is an active member of the Financial Planning Association and the Society for Financial Service Professionals Delaware Chapter where he also resides on its Board. Peter has instructed at Delaware State University as an adjunct professor for the financial planning minor, teaching estate planning and retirement planning courses. He also taught Modern Retirement Planning courses in Wilmington and is happy to share his current thoughts and ideas with other members of the Delaware Saengerbund over a German refreshment on Sunday afternoons. He earned an MBA and a Bachelor of Science in Finance and Banking from Delaware State University, where he also served as the Football team’s place kicker during his studies.
He currently resides in North Wilmington with his wife Erin and their children Ben, Cole and Sarah. During his free time, he enjoys coaching his kids’ sports teams (too many and always changing to list here) and when time allows golf, tennis or skiing for himself.