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.

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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. He is a huge fan for the Indians, Browns, Cavs as well as the Blue Jackets and Buckeyes. Peter is part of two different softball teams and enjoys a good hike or bike ride in our Metroparks as well as a day at Edgewater beach. He recently learned to snow ski so he can still enjoy the outdoors in the winter. Peter’s newest hobbies now are experimenting with cooking and traveling when he has the time.

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.