Peter Burnham

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.