Congrats to Peter F. Gaertner, CFP®, CDFA™, MBA!

Affinity Wealth Management, LLC® is thrilled to announce that Peter F. Gaertner, CFP®, CDFA™, MBA, has joined our ownership and management teams. Peter will also be moving into the role of Senior Advisor and will continue working closely with his clients.  

Peter has worked as a Financial Advisor at Affinity Wealth Management since 2013, serving retirees and pre-retirees with a specialization in assisting his clients through difficult life transitions such as death of their loved one, divorce or the sale of a business. Over the years, Peter has played a key role in the growth of our company and we are grateful for the hard work and dedication.  

In addition to striving to always do right by his clients and be a positive team player to his coworkers, Peter is an active board member with the Society for Financial Services Professionals (Delaware Chapter), where he also served as the Chapter President over the past year and the Financial Planning Association (Greater Philadelphia Chapter). He is an active community educator on financial topics with the Delaware Money School, Delaware Libraries, and has taught retirement and estate planning courses at Delaware State University. 

Please help us in wishing Peter well for his new role and responsibilities as we are excited for what lies ahead for both him and Affinity Wealth Management.