Peter Callas, RFC®,AIF®,RICP®, CLTC
Financial Advisor
Peter joined EverRise in 2008 as a co-advisor. His comprehensive experience as a psychotherapist and small business consultant has translated very well into the financial planning world, providing value to his clients through deep analytical and forward-thinking advice. Designations and Registrations:
- Registered Financial Consultant (RFC)
- FINRA Series 7 and 66 securities registrations
- Retirement Income Certified Professional (RICP)
- Accredited Investment Fiduciary® (AIF®)
- Certified in Long-Term Care (CLTC)
- Life and disability insurance agent
Peter and his wife, Rose, have lived in Beverly, Massachusetts, for 30 years and enjoy dining, traveling, and experiencing the beauty of nature.