Merrill Lynch Bank of America
Consultant Name
Peter Cavi, CFP®
Categories
- Accounting & Finance
- Business Support Services
Contact Information
Address
(on Capital Square at Wisconsin Ave)
101 Wisconsin Avenue, Suite 900
Madison, WI 53703-2103
Phone
608-283-2720
Fax
608-467-4980
Web
http://fa.ml.com/cavi
E-mail Peter Cavi, CFP®
Introduction
Peter Cavi provides financial planning and wealth management services for:
- Private individuals
- Business owners
- Corporate retirement plans
Clients depend on Peter for clear, straight-forward communication, objective advice, in-depth analysis and leadership. Each client experience is supported by the following principles, embraced by the world's most successful money managers:
• A written plan to help you understand your financial potential.
• A consistent process designed to take advantage of market opportunities and navigate you toward your goals.
• Objective analysis to ensure that you stay focused on the prize, not market distractions.
• Regular communication to keep you informed, involved and empowered.
Peter's 15-year career in corporate management left little time for me to attend to my personal portfolio. I appreciated the quality service, access to world-class research, and consistent process that I found at Merrill Lynch. I joined the firm in 1999."
Services
- Financial Planning Strategies
- Investment Strategies and Products Including Mutual Funds, Stocks and Bonds
- Retirement Income Protection
- Tax-Deferral Through IRA's, Roth IRA's, 401(k) plans, SIMPLE IRA's, SEP's, Profit Sharing, and Defined Benefit Retirement Plans
- Personal Banking and Credit Needs
- Home Mortgages
- Life Insurance Analysis and Products
- Long-Term Care Needs Analysis and Products
Background Information
Education and Certifications:
- CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
- Chartered Retirement Planning CounselorSM
- Chartered Retirement Plans Specilaist™
- Masters of Management (MBA), The Kellogg School at Northwestern University, concentration in Finance
- Bachelors of Science degree, Mechanical Engineering, University of Illinois
- SEC-registered and insurance licensed to do securities, life insurance, long-term care, insurance and annuities business in the following states: CA, CO, FL, GA, IL, MA, ME, MI, NE, OH, VA, WI.