Advisor profile

My approach

Peter Bazirgan - My approach photo

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

Peter Bazirgan - My approach photo

Areas of focus

  • Investment Management
  • Investments
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Retirement Income Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Cornell University, Civil and Environmental Engineering, BS, 1979

Previous experience

  • Vice President & Wealth Management Advisor at Merill Lynch, 1997-2019