2 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
- 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
5 months ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
Resources
8 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
Resources
11 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
