Peter Monteleone, Financial Advisor located in Sonoma, CA

Financial Advisor
Peter Monteleone

MBA
545 Third St West, Sonoma, CA 95476opens in a new window
Accepting New Clients
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Sustainable Investing
  • Business Retirement Plans

Team Members

  • Debbie Gilman
    Sr. Branch Office Administrator
  • Letizia Veronese
    Registered Branch Associate
  • Ian Copple
    Associate Financial Advisor

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 05:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(707) 935-1856

Fax

(888) 287-6263

Office Address

545 Third St West
Sonoma, CA 95476opens in a new window

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