Drew and Tom are joined by Peter Stahl, CFP®, Bedrock Business Results, LLC

Peter brings over 26 years of experience in the financial services industry where he has built a recognized track record of integrity and success. He has delivered training and sales resources to financial advisors and their broker dealer firms across multiple channels of distribution, both domestically and internationally.

With a career that began in the traditional investment industry at Putnam, Peter built a business based on matching clients with investment options that best met their performance and life stage goals. He moved on to Hartford Financial Services where he continued to drive revenue, build relationships and lead teams to record-breaking market penetration as well as individual performance. Throughout his corporate career, Peter built unparalleled credibility and competencies in building businesses, mastering the complexity of the marketplace and sophisticated product lines, exporting that knowledge to teams of professionals and alliance partners who sought to improve their own performance.

In 2012 Peter founded Bedrock Business Results, a training and consulting firm designed to help financial advisors understand their clients’ health care challenges during retirement, equipping them to build trust and provide solutions. An author and sought after industry speaker, Peter makes navigation through a complex and ever-changing health care landscape comprehensible to all.

He has been a Certified Financial Planner (CFP®) since 1997 and also holds the Certified in Long Term Care (CLTC®) and Chartered Mutual Fund Counselor (CFMC®) designations. Peter holds degrees in Economics and Business Administration from Gordon College.

Peter lives with his wife and five children in the Philadelphia suburbs.