Todd Peters, CFA Wealth Advisor
Todd got his start in the financial services industry in 1982. He joined Polaris’ parent company, Adviser, in 2011. Prior to that, Todd spent six years as a registered representative for Fidelity and four years as a compliance specialist with Financial Services Corporation. He has been honored twice in Boston magazine as a Five Star Wealth Manager.
Todd holds a B.A. in finance from the University of Toledo as well as the Chartered Financial Analyst® (CFA®) designation, and he is a member of the CFA Institute and the Boston Security Analysts Society (BSAS).
*For information on the industry award referenced on this page, please click here.