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Insurance:  Why it’s important and things to consider

Insurance: Why it’s important and things to consider

by Bobpeters1800 | May 1, 2023 | Education

Insurance:  Why It’s important and some considerations By Bob Peters || May 1, 2023 Insurance is an expense that needs to be in your budget Insurance is a way of protecting yourself and your loved ones from financial losses due to unexpected events. There are...
Your golden ticket will give your life meaning and purpose

Your golden ticket will give your life meaning and purpose

by Bobpeters1800 | Apr 16, 2023 | Behavior

Africa and Your Golden Ticket By Bob Peters || April 17, 2023 Learning about countries and people Jenny and I recently returned from a trip to Kenya, Rwanda and Tanzania.  We sought out a Kenyian based travel company to arrange for accommodations and logistics to see...
You can have a less stressful life with Relationships

You can have a less stressful life with Relationships

by Bobpeters1800 | Apr 7, 2023 | Behavior

Giving and Receiving make for lifelong friendships By Bob Peters || March 7, 2023 Going to School on someone else’s life experience  One of the benefits of aging is that you accumulate experiences and memories.  Fortunately, most of the ones I remember are positive...
Integrity, Trustworthiness and serving your Best Interest matters

Integrity, Trustworthiness and serving your Best Interest matters

by Bobpeters1800 | Feb 1, 2023 | Education

Integrity, Trustworthiness and Your Best Interest Matters when considering a Financial Advisor By Bob Peters || Feburary 1, 2023 Integrity will define how the world sees you…and your Financial Advisor Integrity is the practice of being honest and showing a consistent...
Financial Literacy increases your wealth and the Importance of Simplicity

Financial Literacy increases your wealth and the Importance of Simplicity

by Bobpeters1800 | Jan 19, 2023 | Education

Financial literacy increases your wealth, Simplicity is Good…and my Dad By, Bob Peters || January 19, 2023 What I hope you take away from this blog post Professor Annamaria Lusardi has generated some great research on the impact of Financial Literacy or the lack...
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About Me

Bob Peters- My Dad Advisor

My name is Bob Peters and I have spent 36 years in Commercial and Investment Banking leadership working with small, medium and large public and private businesses.  I currently serve as a director of a family office and have many years of teaching financial literacy to young audiences.

My mission is to empower young people with knowledge early in their lives. I truly believe that everyone has the potential to live a financially secure life if they embrace the importance of education and self-discipline. 

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