Peter Hackenbrack, CRPC®, AIF®Lifelong Financial Advisor
As a dedicated Financial Advisor, a Chartered Retirement Planning Counselor (CRPC®) and Accredited Investment Fiduciary (AIF®) for Diversified Lifelong Advisors, Pete Hackenbrack is committed to working with Diversified’s diverse portfolio of clients in helping them reach their financial goals.
Pete has extensive training in the award winning financial planning tool eMoney, Morningstar analytics for a wide variety of security classes, Salesforce, a well-known and robust customer relationship management system and Orion Advisor Services, a portfolio accounting and management tool.
Pete leverages this bank of knowledge to the sole advantage of Diversified’s clients to aid in the pursuit of their financial objectives based on their risk tolerance through customized investment strategies.
Prior to joining Diversified, Pete served as a Financial Advisor for RZ Wealth and Securian Financial Services. A graduate of California University of Pennsylvania, Pete held the Series 7, Series 63 and 65 securities licenses. He currently holds the Pennsylvania Resident Life, Accident and Health Insurance licenses. Pete and his fiancé Meg reside in Conshohocken area.