6 days ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
- With CAPTRUST Since 2019
- 610.954.0400
-
60 West Broad St
Bethlehem, PA 18018
Michael J. Peters CFP®, CPA
Vice President,
Financial Advisor
- Lehigh Valley, PA
- The Tipping Point | National Lampoon's Christmas Vacation
- Jesus, Albert Einstein, and Richard Branson
- "Imagination is everything, it is the preview of life's coming attractions" - Albert Einstein
- Honesty, integrity, and humility.
Financial Advisors
Michael Peters is a wealth management financial advisor based in Bethlehem, PA.
Mike joined CAPTRUST from McQueen, Ball & Associates in 2019. He serves as a vice president and financial advisor responsible for providing investment advisory services, financial planning, and comprehensive wealth management services to high-net-worth individuals, families, and institutions.
Prior to joining CAPTRUST, Mike served as director of financial planning at McQueen, Ball & Associates where he was responsible for trust and estate management, tax reviews, and comprehensive financial planning. He earned a Bachelor of Science degree in accounting and finance from DeSales University. Mike is also a certified public accountant and holds the CERTIFIED FINANCIAL PLANNER™ designation.
Education
- Bachelor of Science degree in accounting and finance from DeSales University
Industry Designations
- CERTIFIED FINANCIAL PLANNER™
- Certified Public Accountant
News & Resources
Resources
Resources
3 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
Resources
6 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Resources
9 months ago
Cause and Effect
As coronavirus vaccination progress accelerates and our attention shifts to...
