Peter Falk, Financial Planner
Peter has over twenty years of experience in the financial industry, providing tailored advice and solutions to meet his clients’ unique needs. He joined Lincoln Financial Advisors in 2001 and specializes in helping educators, healthcare providers, and other professionals formulate and follow a comprehensive plan for financial success. He offers a holistic approach to financial planning, effectively integrating investment, retirement and estate planning with tax and risk management strategies.
Peter graduated summa cum laude from Biola University with a Bachelor of Arts in Humanities and with honors from San Diego State University with a Master of Science in Business Administration, emphasis in Finance. In 2005, he earned the CERTIFIED FINANCIAL PLANNER™ practitioner certification, and in 2014, he was invited to join The Resource Group, an internal invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors.
After spending his early childhood years in rural Iowa, Peter’s family relocated to the Bay Area in California when he was eight. His parents worked primarily in Christian ministry and didn’t have much opportunity to save for their financial future. This inspired him from an early age to help others—including his own parents—to establish sufficient savings so that they could enjoy their golden years.
Peter now lives in San Diego with his wife of 25 years, Krista. They have five children and love spending time together as a family, traveling and enjoying activities like boating, hiking, biking, and skiing.
To begin reviewing your current financial situation and planning to meet your goals, contact Peter at (619) 543-9995.