Peter Szklarz, RFC


Peter is a wealth advisor at W.A. Smith Financial Group. He specializes in creating a customized plan for retirees and pre-retirees with a focus on retirement income planning, wealth management, wealth preservation and estate planning.

Peter-Szklarz

Peter is a Wealth Advisor at W.A. Smith Financial Group. He specializes in creating a customized plan for retirees and pre-retirees with a focus on retirement income planning, wealth management, wealth preservation and estate planning.

Peter graduated from the University of Akron with a Bachelor of Science degree in Financial Planning. He is an Investment Advisor Representative of Great Lakes Retirement, Inc., an SEC Registered Investment Advisor.

As a northeast Ohio native, born in Parma and raised in North Royalton, Peter likes to do it all. Peter, along with his wife Bri, two sons CT and Rory, and daughter Quinn are huge fans of the Indians, Browns, Cavs as well as the Blue Jackets and Buckeyes. Peter is part of a softball team and enjoys spending time with his kids playing baseball, football, and riding bikes.

Get to know Peter

Favorite Food: Mexican

Favorite TV Show: Game of Thrones

Favorite Quote: “Do not wait for ideal circumstances nor for the best opportunities, they will never come.”

Best piece of financial advice you have ever received: When it comes to investing, you need to have a written plan. Otherwise it’s nothing more than financial hoping, not financial planning.