Peter Carlo
Top Tier Client Experience Award
Qualifying First Command Financial Advisors receive Top Tier award certification for exceptional client service. This award is based on objective measures that include client reviews about sentiment, service and experience, coupled with operational data.
Peter holds Series Series 6, 63, and 65 securities licenses plus life and health insurance licenses in Washington, Virginia, California, New York, Pennsylvania, Texas, Utah, Maine, and Illinois.
Understanding that the biggest obstacle to financial security for most people is their own behavior, Peter serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Peter will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.
Active in his community, Peter is a member of the Silverdale Chamber of Commerce and the Bremerton Olympic Peninsula Council of the Navy League of the United States. Peter also volunteers multiple weeks per year with Project Sanctuary. A national organization serving thousands of at-risk military families across the country.
In his free time, Peter enjoys traveling, working on cars, and spending time with friends.
First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company's Mission of Coaching those who serve in their pursuit of financial security.
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.