After more than 25 years of providing financial solutions to clients, I joined Edward Jones in 2018. In 2019, I opened my office in Carlsbad off Palomar Airport Road, across the street from Bressi Ranch and five minutes from my home in Rancho Carrillo.
Also, in 2019, my senior branch office administrator, Jody Hillier, joined me. Jody has been with Edward Jones for over 15 years and has been instrumental at taking care of our clients' administrative needs. Jody and I have an amazing partnership in serving our clients!
What I love about being a financial advisor is helping you achieve your goals based upon what's important to you. By the way, what is important to you? Is there something you've always wanted for yourself or your family, now or in the future? What are your aspirations? What makes you happy? What concerns you? What happens when you're gone? Hopefully, you've had time to think about these things and know the answers. If not, that's okay. It's never too late, and I can help you find the answers. The reason I ask these questions is because you're either working hard or you've worked hard toward something. The wealth that you are building or have built deserves to be taken care of, built upon and protected. As does your family.
I grew up in Iowa and moved to San Diego in 1992, after graduating with a BA in economics from the University of Iowa. Ten years later, I began my graduate studies and earned an MBA with an emphasis in finance from Pepperdine University's Graziadio School of Business and Management.
I earned the CFA® designation in 2004 and attained the CFP® professional designation in 2020.
When I'm not working, I'm playing tennis, running the roads and trails of San Diego County, or just outside enjoying the amazing place where we live.
I'm often asked what my greatest strength is. I believe it's listening. Give me a call or let's meet; I'd love to learn more about you and your financial goals!
- Retirement Savings Strategies
- Business Retirement Plans
- Wealth Strategies
- College Savings
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Community Outreach
Office Address2888 Loker Avenue East
Carlsbad, CA 92010
Phone NumberPeter A Susic at (760) 477-7530
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