WEALTH MANAGEMENT SOLUTIONS
Saturdays 12:30PM – 1:00PM
Meet the partners…
Peter Lawrence is a Co-Founder and Partner of Wealth Management Solutions with over 17 years experience in the Financial Services field. Over the years, his firm has helped hundreds of parents send their children to expensive private and state universities they never thought they could afford. Peter is well recognized for his knowledge and experience in the fields of College Planning, Long-Term Care, Wealth and Estate Preservation, appearing on News 12 Long Island and the CNBC Morning Show.
As a Certified Financial Planner, Chartered Financial Consultant and Licensed Mortgage Consultant, Peter has presented workshops and seminars across Long Island on Education Funding, Long-Term Care Planning, and Retirement Planning. He has been able to successfully articulate a very clear message about the importance of planning ahead to well over 1,000 consumers. Peter currently holds his Series 7, 63, 65 and 24 registrations, as well as several State Insurance licenses. Peter’s qualifications and experience will help you create successful strategies for your individual needs.
John Cahill is a Co-Founder and Partner of Wealth Management Solutions with over 15 years experience in the Financial Planning field. He carries FINRA securities licenses as well as State Life and Health insurance licenses and is a licensed Loan Officer with 1st Mariner Bank. John has been through many training programs and has extensive knowledge and experience in the field of College Planning. John’s other areas of experience include Long Term Care Planning, Estate Preservation, Retirement and Investment Planning, as well as Conventional, and Reverse Mortgages. John holds the Certified Financial Planner designation which helps him meet his client’s many needs.
A noted speaker, John has conducted hundreds of workshops on topics such as Long Term Care, Financial Aid, and Investment Planning. John’s knowledge and experience can help you tailor solutions to your financial needs.
Securities offered through Questar Capital Corporation (QCC), Member FINRA/SIPC.
Advisory Services offered through Questar Asset Management (QAM), A Registered Investment Advisor.
Wealth Management Solutions, LLC is independent of QCC and QAM.