Peter O’Neill, CFP®, is the Principal and founder of Fiduciam Wealth Planning, LLC. His primary responsibilities include overall management of the firm and the development of clients' comprehensive financial plans.
Pete has nearly 30 years of experience in the financial industry. The majority of that time was spent at Charles Schwab & Co., Inc., one of the first firms to break the Wall Street grip on excessive stock commissions. Pete held a variety of executive positions at Schwab, including leading the efforts of nationwide advisory teams.
Schwab’s culture of putting the client first resonated with Pete. With that in mind, he decided to take the next step in his career by founding an independent, Registered Investment Advisory firm, Fiduciam Wealth Planning. His goal is to create a transparent, client-focused firm devoted to educating clients on all aspects of their wealth issues.
Pete is a CERTIFIED FINANCIAL PLANNER ™ professional. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, a CERTIFIED FINANCIAL PLANNER ™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. This includes requiring the completion of an extensive education curriculum and passing a rigorous certification examination. You can find more information about this certification at www.CFP.net.
Pete is a graduate of Calvert Hall College High School in Baltimore and holds a Bachelor of Arts (BA) in Political Science and a Master’s in Business Administration (MBA) from Loyola University Maryland. He has previously passed the Series 7, 63, 9, 10, and 24 exams. Pete is a member of the Financial Planning Association® and the National Association of Personal Financial Advisors (NAPFA).
Pete and his wife, Phoebe, have two children, Kieran and Natalie and reside in Lutherville, MD.