Peter Hatzakos

Helping clients assess their financial needs and offering sound advice and recommendations that align with their goals has become a driving force for me. The ability to play a part in helping clients achieve their financial dreams and goals is something I take very seriously.

My inspiration came from witnessing the confusion and distress caused by the Tech bubble debacle of the early 2000s. Seeing how upset clients were with the state of the financial markets ignited my passion for helping people with their financial decisions and goals.

Currently, I live in Stuart, FL. It was always my dream to retire in Florida, but I never imagined I would be here in my mid-40s. This dream come true emerged from one of the most challenging times in global history, making it feel even more special. We decided to move to Florida from New Jersey during the pandemic because I could see the mental toll it was taking on my entire family, including myself. As a father and husband, I knew I had to do something to provide a better life for my family.

Our family of four is always on the go. My teenage son Kirk enjoys playing and watching soccer and basketball, and loves all the fun outdoor activities Florida has to offer. My younger son Joseph is extremely artistic and loves experimenting with various art methods and mediums. He enjoys playing at the pool and beach and exploring new places in Florida. It gives me great pride to know that my children understand the tremendous value I add to my clients' lives, impacting not only them but also their children and future generations.

Personal passions include making pizza from scratch and experimenting with various techniques. I also love traveling to new and familiar destinations, both domestically and abroad, and enjoying short weekend trips with my family in our RV.