Diversify
Peter Burnham is an experienced financial professional currently serving as a Senior Financial Advisor at Diversify, Inc. since December 2022. Previously, Peter held the position of Senior Wealth Advisor at Surevest Wealth Management from March 2018 to December 2022, offering clients a comprehensive and customized approach to financial management. Peter's career also includes a significant tenure as a Senior Financial Advisor at Charles Schwab, where advising high net worth clients on assets exceeding $1 billion was a key responsibility. Peter holds a Bachelor's degree from the University of Maryland and a Certified Financial Planner (CFP®) designation from Georgetown University, with a focus on Finance and Financial Management Services.
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Diversify
Diversify, Inc., and the Diversify group of companies, provide investment, wealth management and insurance services to clients located throughout the western United States. Founded in 2004 by Daniel J. Luke and Ryan O. Smith, Diversify, Inc. offers a personal, independent and diversified approach to financial planning and investment strategy. Diversify, Inc. is a branch office of DFPG Investments, Inc. Securities and Investment Advisory Services offered through DFPG Investments, Inc., a SEC registered investment advisor. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Insurance offered through Diversify Insurance, Inc. Social Media Disclosures: http://www.dfpg.com/social-media/ Check the background of this firm on FINRA's BrokerCheck (http://brokercheck.finra.org/).