John is a founding partner of Peak Wealth Management and a CERTIFIED FINANCIAL PLANNER™ professional. With over 15 years of experience in the wealth management field, he has extensive proficiency in portfolio management, retirement planning and advanced estate planning. He received his undergraduate business degree from The University of New Hampshire. Prior to founding Peak Wealth Management John worked for Fidelity Investments in two distinct capacities. In his most recent role, John was a Financial Consultant in the local Nashua Investor Center. He managed in excess of 450 client relationships with assets approaching 400 million dollars. John acted as the the primary relationship for c