CONNECT

Address:

1843 Peeler Road
Suite C
Atlanta, GA 30338

Phone:

678-680-5300

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.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck