Qualifications

Master Plan Advisory`s founder, Peter T. Palion, CFP®, is the firm`s President and Chief Strategist. In an age when so many people call themselves financial planners, potential clients often ask just what makes Pete Palion different?


EDUCATION: According to the Certified Financial Planner Board of Standards, of the estimated 500,000 people in the United States who identify themselves as financial planners, only some 80,000 have been certified by the CFP Board. Peter was awarded the Certified Financial Planner™ credential before the age of thirty. To comply with the biennial renewal requirements and stay abreast of the constantly changing income-, estate-tax, Social Security/ Medicare and retirement plan laws and regulations, each year he attends numerous educational seminars and symposiums.


EXPERIENCE: According to Inside Information, an industry newsletter, less than five percent of all financial planners ever reach their tenth anniversary in the business. Peter entered the financial services industry in 1987. Unlike many advisors in the business today, he’s helped his clients navigate through several significant market downturns and a myriad of tax law changes.


Peter`s experience, education and independence earned him inclusion in several editions of the prestigious Marquis Who’s Who and the Cambridge International Biographical Center Dictionary of International Biography. He has been quoted by American Banker, Bloomberg Personal, CNBC.com, Forbes.com, Medical Economics, Reuters and USA Today. An accomplished speaker, Peter has appeared on several radio and television programs, such as CNNfn, NYC and Long Island local channels, Voice of America, and has shared his expertise through various public speaking and teaching engagements.

 

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.