Peter E. Shenas, CFP, CIMA

Peter E. Shenas, CFP, CIMA, has over 29 years of investment management and advisory experience.  Before founding Ariston Services Group, Peter was First Vice President-Wealth Management, Senior Investment Management Consultant and Financial Planning Specialist at Smith Barney (1990-2008) and an Account Executive at San Diego Securities (1987-1990).

Born and raised in San Diego, Peter graduated from the University of California at Los Angeles (UCLA) in 1987 with a BA in Political Science and holds two of the industry’s most prestigious adviser designations: Certified Financial Planner® and Certified Investment Management Analyst®. Peter was awarded the CFP™ certification from the College of Financial Planning Board of Standards, a Personal Financial Planning Certificate from San Diego State University in 2003 and the CIMA designation from the Investment Management Consultants Association in partnership with the Wharton School of Business at the University of Pennsylvania in 2005.

 

Peter’s credentials represent an unusual combination of expertise of great value to our clients. As a Certified Financial Planner, Peter helps clients plan for the future, creating realistic and effective financial, retirement, estate and tax plans and strategies. As a Certified Investment Management Analyst, he helps clients select appropriate investments and construct risk-adjusted portfolios to help them build and protect capital and achieve their financial objectives.

 

Peter resides in Coronado with his wife Celeste and their three children, Christiana, Efstathios and Elana.  In his free time, Peter is involved with his Church, enjoys golfing, and skiing.