Peter Weinbaum

Peter Weinbaum

Managing Associate

2400 Lakeview Parkway, Suite 450
Alpharetta, GA 30009

Phone: (678)297-4072
Fax: (678)297-4044
E-mail: pweinbaum@atlanta.nef.com

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Investment Adviser Representative of New England Securities, Corp. A registered investment adviser

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
 
QUALIFICATIONS
§         Licensed to sell Life & Health Insurance in GA
§         Registered to offer securities products in GA, DC, IL, PA, TN
§         2005 Member of the Million Dollar Round Table
§         Retirement Planning Specialist Certification, Wharton School
§         Master’s of Business Administration degree in Marketing and International Business, University of Illinois – Champaign
§         Bachelor’s of Arts degree in Economics, University of Wisconsin – Madison
 
PERSONAL
§         Twelve year resident of Atlanta, GA
§         2001 Ironman Triathlon finisher (2.4mile swim, 112 mile bike & 26.2 mile run)
§         1992 National Competition Winner for Japanese Study Fellowship in Japan