Peter Foldes


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IFW Certified Professional
Peter Foldes
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LICENSES & ACCREDITATIONS

Certified Financial Fiduciary®, 215 Life, Heath & Annuity, Retirement Planning Specialist

AREAS OF EXPERTISE

Financial Planning, Retirement Planning, Estate Planning, Asset Protection, Tax Reduction


Pete Foldes is a Certified Financial Fiduciary® committed to providing the financial planning solutions for each client’s life goals and needs. Through strategic partnerships, a team dedicated to serving you, we specialize in tax-free income, estate and retirement planning, and legacy creation. We’re on a mission to radically change the way you think about money, align your goals with your values and guide you on your path to living your best life.

Married with 2 kids and a yellow lab we are passionate about life- long learning, traveling and empowering others to create their best life. Coaching, volunteering and spontaneous road trips keeps us busy and having fun.

Start Planning Your Future Today


Take the first step toward your dream retirement! Join our live webinar to explore the IFW Retirement Score and uncover powerful strategies to hit your goals and live the life you deserve. Your path to freedom starts now—let’s make it happen!

REGISTER FOR THE WEBINAR To Live Your Best Life in Retirement

Peter Foldes's Retirement Planning Insights

Will vs trust explained

Will vs Trust: Which Is Best for Your Estate Plan?

Planning for retirement isn’t just about saving money and deciding when to stop working. It’s also about making sure your hard-earned assets go exactly where you want them to—instead of

The Rule of 72 Explained

The Rule of 72 Explained: Double Your Investments Faster

The idea that ‘you need money to make money’ rings true in many situations. But when it comes to saving for retirement, the beauty is that even a small amount