PGP Wealth Services is a "fee-only" financial planning and private wealth management firm headquartered in Burbank, California.
Our mission is threefold: Protect, Grow and Preserve our clients' wealth.
Since 2009 our founder and CEO, Troy Peterson, has provided retirement, tax, insurance and estate planning services to high net worth clients throughout Southern California. Mr. Peterson is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®). PGP has obtained an A+ rating by the Better Business Bureau and maintains a "conflict-free" code of ethics.
Please contact us today for a FREE initial consultation at a place and time of your choosing: