Peter Strano

FINANCIAL ADVISOR

Peter Strano is a seasoned financial advisor with 28 years of experience in financial services and over 40 years managing a successful tax practice. Since 1997, he has helped individuals, families, and businesses achieve their financial goals through personalized strategies for growing and protecting wealth, with a strong focus on tax-efficient solutions.

Peter employs a process that integrates a wide range of wealth accumulation strategies, organizing his clients' financial lives into a cohesive, goal-focused plan. His holistic approach helps every recommendation contribute to maximizing wealth potential while managing risk and reducing tax burdens. Additionally, Peter has cultivated a strong network of professional advisors to address clients' needs beyond traditional financial planning.

Clients value Peter’s honesty, motivation, and passion—qualities that drive his commitment to their financial success. His mission is to help every client reach their full economic potential with confidence and clarity.

Peter holds Series 6, 63, and 65 licenses, Life, Accident & Health licenses, and is an IRS Registered Tax Return Preparer (RTRP). He graduated from the University of Massachusetts in 1976.  Peter spent 15 years with New England Securities and, most recently, 9 years with Ameritas Investment Company, LLC.

Peter lives in Norwood, MA, with his partner, Doreen. He spends much of his free time at his lake house in Maine, rooting for Boston sports teams and traveling with family and friends.