Peter McMahon, Certified Wealth Planning Advisor
How to take the A place to think Survey
Care to Know Planning
About Peter
Peter McMahon
email: Peter.McMahon@CCGAdvisors.com
tel: (858) 550-2805
web: www.ccgadvisors.com
Peter has 20 years of experience as a CERTIFIED FINANCIAL PLANNER® practitioner, recently joining the ranks of independent financial advisors. His previous firms include New York Life and J.P. Morgan Chase.
Peter works with clients who share a vision of where they’d like to be, and partners with them to create and maintain a comprehensive plan- navigating how to make smart decisions through life events, economic cycles, and changes in the industry. Focuses include tax & estate planning, investment management, and wealth protection. Peter hails from Connecticut but has called San Diego home since 2007 and lives in Little Italy.
