peter bradshaw

Meet Peter Bradshaw, our Senior Agent

We would like to introduce you to our Senior Agent Peter Bradshaw and tell you more about him!   Peter meets with new and existing clients, including his own client base, to carefully review their estates and financial assets and discusses future goals. Then together, they come up with a financial plan and he advises the next steps to reach those goals. But he also does so much more! After moving to California from Westport, Connecticut, he attended Santa Clara University to pursue his B.S. in Economics.   He joined […]