LPL Financial – Peter Sclavo, CFP®, CLU®, EA – specializes in providing comprehensive financial planning and investment advisory services tailored to individuals, families, and business owners. As an independent financial advisor affiliated with LPL Financial, one of the nation’s leading networks of independent financial professionals, Peter Sclavo offers objective advice and personalized strategies designed to meet unique financial goals. With certifications including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter® (CLU®), and Enrolled Agent (EA), he brings a deep level of expertise in tax planning, wealth management, and insurance solutions.

Peter’s practice is grounded in holistic financial planning, taking into account each client’s full financial picture to create integrated strategies for retirement, estate, investment, and tax planning. He is committed to developing long-term relationships and helping clients navigate all stages of their financial journey. His credentials as an Enrolled Agent allow him to represent clients before the IRS, providing a valuable layer of service in tax-focused financial planning. Known for his emphasis on transparency and education, Peter empowers clients to make informed financial decisions with confidence.

Website: https://www.lpl.com

Key Services:

– Comprehensive financial planning
– Investment management and advisory services
– Retirement planning strategies
– Tax planning and IRS representation (as an Enrolled Agent)
– Insurance planning and risk management (Life, Disability, Long-Term Care)
– Estate and legacy planning
– Business owner financial planning
– Education funding strategies (e.g., 529 Plans)