First Command Financial Advisor - Peter Carlo

Business Information
Peter Carlo joined First Command Financial Services as a Financial Advisor in January 2001. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security.

Peter holds Series Series 6, 63, and 65 securities licenses plus life and health insurance licenses in Washington, Virginia, California, New York, Pennsylvania, Texas, Utah, Maine, and Illinois.

Understanding that the biggest obstacle to financial security for most people is their own behavior, Peter serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Peter will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.

Active in his community, Peter is a member of the Silverdale Chamber of Commerce and the Bremerton Olympic Peninsula Council of the Navy League of the United States. Peter also volunteers multiple weeks per year with Project Sanctuary. A national organization serving thousands of at-risk military families across the country.

In his free time, Peter enjoys traveling, working on cars, and spending time with friends.

First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company's Mission of Coaching those who serve in their pursuit of financial security.




Specialties:
Comprehensive financial planning, Investment strategies, Risk management, Debt management