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.


Advisors

Neerja J Chaudhry

Neerja J Chaudhry

CFP®, APMA®, CRPC®

Financial Advisor

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

Theo Pericleous

Private Wealth Advisor

Visit Theo Pericleous's website
Mary E Odorizzi

Mary E Odorizzi

Financial Advisor

Visit Mary E Odorizzi's website
Nathan R Marchal

Nathan R Marchal

CRPC®

Financial Advisor

Visit Nathan R Marchal's website

Team

Kathryn Panstingel

Kathryn Panstingel

Administrative Assistant