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Peter Mitrano

CFA®, CFP®

Senior Wealth Advisor

Peter Mitrano

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Peter Mitrano

Professional Certifications

  • CFA® – Chartered Financial Analyst®
  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Peter

Peter is a Senior Wealth Advisor at Focus Partners and has extensive experience in comprehensive financial planning for high net worth clients, focusing on investments, retirement, education funding, insurance, taxes, and estate planning. He has presented in front of corporate audiences on a variety of financial planning topics with a focus on investment management.

Peter is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Asset Management Specialist, a member of the Boston Security Analysts Society, and holds the Chartered Financial Analyst® designation.

Peter graduated, summa cum laude, from the University of Massachusetts at Lowell with a BSBA in Finance.

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