Peter Oldbury, CFP

After graduating with an Honors degree in Economics from De Montfort University in Leicester, England, Pete has spent the last 25 years in financial services. He managed a local Mortgage Banking firm for 15 years overseeing sales, operations, underwriting and secondary market securitization. For the last 8 years Pete has worked in Wealth Management as a Private Banker, handling the credit and banking needs of high net worth clients. He holds the industry designation of Certified Financial Planner®.

Outside of work, Pete tutors foster children as a part of the Best Foot Forward organization. He is married to Julie for 12 years and is active in the Dads’ and Daughters’ program “Indian Princesses” with his 10 year old daughter Chloe. Pete enjoys golf and is an avid soccer fan.