Petra Wealth Partners

You are not just another face in the crowd.

You are unique and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

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Team photo for Petra Wealth Partners
Team photo for Petra Wealth Partners

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Advisors

Advisor photo for Neerja J Chaudhry

Neerja J Chaudhry

CFP®, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Neerja J Chaudhry's website

Kristos Pericleous

Associate Financial Advisor

Visit Kristos Pericleous's website
Advisor photo for Theo Pericleous

Theo Pericleous

Private Wealth Advisor

Franchise Owner
Visit Theo Pericleous's website
Advisor photo for Nathan R Marchal

Nathan R Marchal

Financial Advisor

Visit Nathan R Marchal's website


Team

Kathryn Panstingel

Kathryn Panstingel

Administrative Assistant