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Team photo for Fundamental Wealth Management
Team photo for Fundamental Wealth Management

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Our advisors

Advisor photo for Peter Dold

Peter Dold

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Peter Dold Visit Peter Dold's website
Advisor photo for Cheryl Lopez

Cheryl Lopez

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Cheryl Lopez Visit Cheryl Lopez's website
Advisor photo for Keith Paglierani

Keith Paglierani

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Keith Paglierani Visit Keith Paglierani's website
Advisor photo for Max Zimet

Max Zimet

CFP®

Financial Advisor

Learn more about Max Zimet Visit Max Zimet's website
Advisor photo for Sean Donnelly

Sean Donnelly

APMA®

Financial Advisor

Learn more about Sean Donnelly Visit Sean Donnelly's website


Our team

Kristen Wilcox

Kristen Wilcox

Client Relationship Specialist

Keri Kirchner

Keri Kirchner

Paraplanner

Maya Galvan

Intern