Peter Palumbo

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design

About

Peter Palumbo is a financial consultant based in St. Louis, Missouri, affiliated with Oppenheimer. He specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and risk tolerance. Peter employs an in-depth discovery process to understand the specific situations of his clients, focusing on high net worth individuals, families, corporate executives, and businesses. His practice is dedicated to growing and protecting client assets while leveraging the resources available at Oppenheimer to address complex financial issues.

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