Peter Essele, CFA®, CAIA, CFP®, Senior Vice President, Head of Advisory Solutions

With Commonwealth since 2004, Peter oversees the Advisory Solutions department, a dynamic team dedicated to delivering high-quality investment solutions and strategic guidance. Team members prioritize collaboration and communication, working closely with advisors to understand their unique business goals, preferences, and challenges. Whether it’s providing investment suggestions and guidance or an in-depth advisory fee analysis, they are committed to delivering value-driven recommendations that help advisors succeed in a rapidly evolving environment.
Information about securities-registered professionals may be found at FINRA BrokerCheck.

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