Team | Peter T. Barcia, CFA, CLU
Peter Barcia, CFA, CLU is a Senior Private Wealth Advisor, providing comprehensive wealth management advice to clients. Peter typically assists clients to implement a customized retirement plan and investment and insurance portfolios that seek to reduce financial stress and taxes. For clients who are not happy with CD rates, he looks for alternative products that may provide higher risk adjusted returns, but still protect capital. For clients approaching or in retirement, Peter has adopted a retirement income process to generate and manage cashflows during retirement.
Investment portfolios are typically actively managed and Peter emphasize strategies that seek to reduce risk and protect capital. Investment selection is based on fundamental and technical analysis.
Relevant Experience: Peter’s career in the financial industry began over 30 years ago at MetLife. Peter acted as a consultant to many of MetLife’s largest institutional clients, focusing on defined benefits, 401k and long term care plans. Using a consultative approach, Peter assisted clients in address concerns relating to plan design, asset allocation, investment product selection, funding requirements, and other asset and liability management issues.
Education: Peter has earned a number of professional designations including: Chartered Financial Analyst (CFA), Chartered Life Underwriter (CLU) and Certified Pension Consultant (CPC). He has passed the Series 7, Series 26 and Series 66 exams. He is also licensed to sell insurance products. Peter received a Bachelor of Arts in Economics from St. John’s University.
About Wealth Services: Peter Barcia provides investment advice and financial planning to clients through Belpointe Asset Management, LLC, and insurance products through Belpointe Insurance, LLC. Don’t understand the difference between investment advice, insurance sales and the sale of investment securities? Click here to learn more.
Important Information: This page contains information related to Belpointe’s investment advisory services. Investment advice is offered through Belpointe Asset Management, LLC.