Peter Manning

Peter is the founder and President of Helmsman Financial Strategies, Inc. Peter is a Personal Financial Specialist (PFS), a designation awarded to a select group of Certified Public Accountants who have passed a rigorous examination and demonstrated experience in financial planning. Peter is also an Investment Adviser Representative with Cambridge Investment Research. His expertise spans the areas of investment strategy, life and long-term-care insurance planning, estate planning, and income taxation. Peter has served as the trusted financial advisor for a select group of clients for over twenty-five years.

Educational and Professional Background

• Northeastern University
  Master of Science, magna cum laude—Taxation & Financial Planning;
  Bachelor of Science, cum laude—Accounting
• National Honor Societies: Beta Gamma Sigma & Beta Alpha Psi 
• FINRA Registered Representative
  Series 7, 63