As a dedicated Financial Advisor, a Chartered Retirement Planning Counselor (CRPC®) and Accredited Investment Fiduciary (AIF®) for RZ Wealth, Pete Hackenbrack supports the day-to-day processing and trading for RZ Wealth’s diverse portfolio of clients with an excess of $200 million in assets under advisement. Pete has extensive training in Thinkpipes, an options and equity trading platform offered through TD Ameritrade, Morningstar analytics for a wide variety of security classes, Salesforce, a well-known and robust customer relationship management system, Orion Advisor Services, a portfolio accounting and management tool and eMoney, a 2017 Wealth Management Industry Award multiple winner for Wealth Management Technology owned by the acclaimed Fidelity Investments Company of Boston. Pete leverages this bank of knowledge to the sole advantage of RZ Wealth clients to aid in the pursuit of their financial objectives based on their risk tolerance through customized investment strategies. Prior to joining RZ Wealth, Pete served as a Financial Advisor for Securian Financial Services. A graduate of California University of Pennsylvania, Pete held the Series 7, Series 63 and 65 securities licenses. He currently holds the Pennsylvania Resident Life, Accident and Health Insurance licenses.
Pete supports RZ Wealth’s acutely-focused client services which includes: Portfolio Management; Risk Management; Liability Management; Tax Management; Retirement Planning; Education Funding; Wealth Transfer Techniques; Tax Efficient Investment Strategies; Employee Benefits; Life Insurance; Long Term Care; Defined Benefit, Profit Sharing Plans and 401K Accounts.
*AIF®, The Accredited Investment Fiduciary Designation. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.