Peter Miralles, CFP®, CLU®, CIMA®, EA®

Peter Miralles, CFP®, CLU®, CIMA®, EA®

President

Peter is an accomplished financial and investment advisor and planner. He has been working in the Atlantic area his entire career. Peter has compiled a proven track record of helping clients retire and building income streams and wealth. Over the years, Peter has helped clients invest $100s of millions of dollars. Today, he works in a private practice and devotes his services to a select group of investors and families. Peter manages clients’ portfolios using a combination of true value investing and tactical positioning to maximize returns. Peter is also a successful Atlanta real estate investor. He has lived in Dunwoody since 1967, is widely traveled and speaks Spanish fluently. Peter enjoys traveling, hiking and antique and classic cars.

  • CERTIFIED FINANCIAL PLANNER™

  • Charter Life Underwriter Certified Investment Management Analys

  • Bachelor of Arts, Georgia State University.

  • Studies Abroad Honors Program, University System of Georgia.

  • Financial Planning Program, Oglethorpe University.

  • Charter Life Underwriter Program, The American College.

  • Investment Management Program, The Wharton School University of Pennsylvania.

  • Member of the Investment Management Consultant Association. Member of the Financial Planning Association.