Klingman and Associates, LLC
Peter Sikorski, CFP®, is a Financial Planning Associate at Klingman and Associates, LLC since May 2022, where support is provided to Wealth Advisors in managing client relationships and financial planning goals. Previously, Peter served as an Associate Wealth Advisor at RegentAtlantic from June 2017 to June 2021, engaging with clients and advisors to analyze financial situations and develop plans. Prior experience includes roles as an Analyst at EZOPS Inc. and Project Manager at Oxford Funding LLC, as well as tutoring at Learning Community Charter School and working as a Salesperson at Carlo's Bakery. Peter holds a Master’s degree in Personal Financial Planning from Texas Tech University and a Bachelor of Science in Finance from Rutgers University.
This person is not in any teams
Klingman and Associates, LLC
Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals and their families. We work with an extensive network of legal, insurance and tax professionals to provide one cohesive wealth management solution for our clients. We believe our role as your financial advisor is to provide you with comprehensive financial guidance in all aspects of your financial life ... not just your investment portfolio. Our entire team is dedicated to this objective and to doing so with the impeccable level of personalized service that you deserve. To learn more about Klingman & Associates, visit https://www.klingmanria.com/