I’m Peter Girolamo, president of my fiduciary financial advisory firm Retirement Wealth Center.
I work with retirees and pre-retirees to help achieve a happy and successful retirement. Our specialties are investing, financial decision making and financial planning. I also know a lot about taxes. I realized a long time ago that every financial decision has a tax consequence so seeing the big picture is critical.
Relationships are a big part of what I do. When talking about money and finance it’s important to have a strong understanding and respect for what people want and need. I invest time to know my clients on an honest and deep level and provide advice and service based on individual needs and circumstances.
I joined AFEA to teach folks in our community about finance. We all can use some pointers now and then, especially at life’s crossroads when things get confusing or uncertain. I enjoy teaching, it runs in my family. My mom and sister are teachers.