Peter Chadwick, CLU®, ChFC®, CEPA, CASL®

Financial Advisor

Domicile State: MI
California Insurance License #: 0M25583

Professional Specialties:

       • Personal & Business Life, Disability Income and Long Term Care Insurance
       • Profit Sharing/401(k)/403(b) Plans
       • Pre-Retirement Planning
       • Education Funding
       • Financial/Estate Planning
       • Investment Advisor Representative

Qualifications:

  • Provider of Quality Retirement Plans and Financial Planning
  • Attended Muskegon Community College
  • Attended Grand Valley State University
  • Chartered Life Underwriter (CLU®) – American College of Financial Services
  • Chartered Financial Consultant (ChFC®) – American College of Financial Services
  • Chartered Advisor for Senior Living (CASL®) - American College of Financial Services
  • Certified Exit Planning Advisor (CEPA) - Exit Planning Institute
  • Registered Representative of MML Investors Services, LLC
  • Member and former Board member, West Michigan Estate Planning Council
  • Member, National Association of Insurance and Financial Advisors
  • Peter Chadwick is a qualifying member of Million Dollar Round Table (MDRT).
  • Member, Grand Rapids Association of Insurance and Financial Advisors
  • Member, Society of Financial Services Professionals

Personal:

  • Native of Muskegon, MI
  • Resident of Grand Rapids Township
  • Married and father of a daughter, son & two step daughters
  • United States Navy Veteran- Disability Retirement
  • Board member, Safe Haven Ministries
  • Former Board member, Past President, Y Service Club
  • Stephen’s Minister
  • Interests include: Biking, Swimming, Running, Tennis, & Reading
Phone 616-301-6712
Fax 616-447-4381
E-mail