Peter Pastman


Financial Advisor

Direct: 727.567.2670

PETER.PASTMAN@RAYMONDJAMES.COM

 

Peter joined Raymond James in 2009 and partnered with Sean in 2013.

Peter enjoys playing tennis at St. Petersburg Country Club and spending time with his wife, Sara. Peter is also involved with local charities such as: St. Pete Preservation and Bon Secours.

As a CERTIFIED FINANCIAL PLANNER™ professional, Peter's areas of concentration with Goodrich Wealth Planning include:

  • Building Comprehensive Financial Plans

  • Insurance Based Needs (Life, Long Term Care, and Annuity)

  • Developing Investment Policy Statements

  • Strategies to Maximize Social Security Benefits

  • Generational Planning

  • Education Planning


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.