CERTIFIED FINANCIAL PLANNER® certification
Master of Business Administration
Accredited Investment Fiduciary
BIOGRAPHY
As a Senior Financial Advisor for the firm, Peter Stokes provides comprehensive financial planning solutions tailored to each client’s unique goals and circumstances. With more than 30 years of experience in the financial services industry, he specializes in retirement planning, tax planning, estate planning, and investment management.
Before joining Pure Financial Advisors, Peter served as a Vice President and Senior Financial Consultant at one of the nation’s largest investment firms. In that role, he advised more than 400 clients and helped manage over $1.2 billion in assets.
Peter holds a Master of Business Administration from Fordham University’s Graduate School of Business and earned his bachelor’s degree in Economics and Finance from Fairleigh Dickinson University, graduating cum laude.
Originally from New Jersey, Peter enjoys golf, traveling, running, and spending time with family. Peter and his wife, Rachel, live in Orange County with their daughter, Ava. His family also includes adult children.
Peter's Latest Contributions
Do you know the difference between tax deductions and tax credits? Pure’s Financial Planner, Peter Stokes, CFP®, AIF® discusses how both options can cut down your tax bill, but in different ways. Tax deductions work to reduce taxable income, while tax credits directly impact the taxes that you owe. Learn more about: Tax credits for […]
It’s important to take action and get your estate plan in order. Pure’s Financial Planner, Peter Stokes, CFP®, AIF®, covers the key considerations you or your parents should discuss before deciding what legal documents to obtain: Document assets and approximate value Determine who gets assets Determine who will manage assets Determine who will be responsible […]
Secure 2.0 aims to expand coverage and increase retirement savings for employees. Peter Stokes CFP®, AIF®, Pure Financial Planner, Los Angeles branch, covers the key retirement provisions and how they may effect you. FREE GUIDE | SECURE Act 2.0 Guide Transcript The Secure 2.0 act is now law. The legislation provides a slate of changes […]
