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Alan E. Peters

Alan E. Peters

Wealth Consultant

Alan E. Peters, Wealth Consultant, is a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). He has been in the insurance, pension, and financial consulting business since 1968.  He is a Registered Representative and Registered Principal with LPL Financial. Alan has a Bachelor’s Degree in Business and Finance from Parsons College, and a Master of Science in Management and a Master of Science in Financial Services from the American College in Bryn Mawr, Pennsylvania.   He also holds a Certificate in Estate Planning and Taxation and a Certificate of Recognition in Advanced Managerial Leadership from the American College.  He is a member of The Financial Planning Association, The Association of Insurance and Financial Advisors, and The Society of Financial Service Professionals, where he served as Chair of the Society’s Retirement Counseling Section for 10 years.  Alan served as an adjunct professor of Personal Finance at Wilmington College and is a frequent guest speaker on WDEL’s financial talk radio, where he answers tax, estate planning, and investment related questions for the listening public.

Alan and his wife Claudia enjoy playing golf, traveling and spending time with their grandchildren.  Alan volunteers for local organizations including the Chadds Ford Historical Society.  He is a lector at St. Joseph on the Brandywine Church.