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Peter W. Adams CFP®

Peter W. Adams CFP®

Financial Advisor

Education and Professional Affiliations

  • Bachelor of Science in Accounting from Southern New Hampshire University
  • CERTIFIED FINANCIAL PLANNER™, College for Financial Planning, Denver, Colorado


  • Securities: FINRA Series 7 & 66 Exams
  • Insurance: Life, Accident and Health, Variable Life & Annuity

Community Affiliations

  • Member of Rotary International and North Raleigh Rotary Club
  • Past President of North Raleigh Rotary Club


  • Married to Lesley J. Adams