Pete Heckman has been in the financial planning field for over 10 years, beginning his career as an advisor at Independence Planning Group outside Philadelphia. At IPG, Pete built a practice advising medical professionals, small business owners, and families on holistic financial strategies grounded in economic principles. He currently works with clients across the country developing comprehensive insurance portfolios and savings strategies catered to each client’s unique circumstances.
Before starting at IPG, Pete received his B.A. from Gettysburg College, where he was a contributing writer to the Gettysburgian and a member of the student senate executive committee. He is originally from Long Island and currently resides in Manhattan.
Financial Representative of Guardian.