Since 1976 Peter Rodis has helped clients work towards achieving their financial goals as business owner and with major firms such as State Mutual, Sun Life and New England Financial. Peter has served the Greater Boston area, focusing on Estate Transfer and Wealth Preservation for professionals, executives and business owners. In addition, he enjoys working with other aspiring financial services professionals in a mentorship role, helping them to develop their skills. While concentrating on Estate, Business and Personal Strategies and Solutions, with the Moody Street Group and the companies of OneAmerica®, he is able to utilize Values and Economics based principles in his practice.
A graduate of Phillips Exeter Academy and Brandeis University and resides in Framingham Massachusetts with his wife Karen. Peter has been awarded the Chartered Financial Consulting designation from The American College of Financial Services.