• Peter Pastman, CFP®

    Vice President - Wealth Management,
    Goodrich Wealth Planning

    Financial Advisor,
    Raymond James Financial Services

Peter joined Raymond James in 2009 and partnered with Sean in 2013.

Peter enjoys playing tennis at St. Petersburg Country Club and spending time with his wife, Sara. Peter is also involved with local charities such as: St. Pete Preservation and Bon Secours.

As a CERTIFIED FINANCIAL PLANNER professional, Peter's areas of concentration include:

  • Building Comprehensive Financial Plans
  • Insurance Based Needs (Life, Long Term Care, and Annuity)
  • Developing Investment Policy Statements
  • Strategies to Maximize Social Security Benefits
  • Generational Planning
  • Education Planning

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.