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Our financial advice team


Peter Kettle

Peter Kettle

MBA, CFP®, ChFC®

Financial Advisor

Managing Partner of
Iron Birch Advisors
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Small Business
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Family Finances

Interests

  • Outside of work, I love to play tennis, read books and appreciate art.
  • My wife Ellen and I live in Brooklyn with our two boys, James and William.
  • Our family enjoys spending time in the Hudson Valley and volunteering with several local charities.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7
  • Series 63
  • Series 66
  • Life and Health

Education

  • MBA - New York University Stern School of Business, NY, 1994
  • BA/MA - New College, Oxford, United Kingdon, 1983
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