Peter Merzian

Peter Merzian Work

M

Founder

@ Merzian Wealth Management

President and Chief Executive Officer

@ Sterling

Financial Advisor

@ LPL Financial

Peter Merzian Education

Master Of Business Administration in Finance

Saint Louis University
Bachelors in Finance

Saint Louis University

Peter Merzian Skills

Alternative InvestmentsCollege Education PlanningFinancial AdvisoryEstate PlanningSeries 63Charitable TrustsDefined ContributionWealth TransferRetirement PlanningIntergenerational Wealth TransferFinancial PlanningPortfolio ManagementIRAsInvestmentsVariable AnnuitiesWealth Preservation401kInvestment AdvisoryStrategic PlanningFinancial ServicesWealth ManagementMutual FundsMulti Generational Wealth TransferNon Qualified Deferred CompensationFINRAQualified Retirement PlansInvestment StrategiesRisk ManagementAsset ManagementDefined BenefitSeries 24Succession PlanningRetirementSeries 65Tax Advantaged Investment StrategiesSeries 7Investment ManagementTrust Services

Peter Merzian Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Peter Merzian currently works at Merzian Wealth Management as Peter Merzian - Founder at Merzian Wealth Management.

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