San Jose, CA

Pete is the Managing Director of Ravani Retirement & Wealth Solutions, powered by WIA. He has been in Financial Services since 1997 and has experience working with corporations, educational institutions, non-profits, and individuals.

He primarily focuses on developing and executing retirement plan solutions for businesses with $5 million to $1B in plan assets. Pete has broad experience working with private and public sector retirement plans. In his role as a Retirement Plan Specialist, he helps his clients reduce their personal liability associated with retirement plans for trustees and fiduciaries by implementing fiduciary Best Practices.

Along with 401(k) plan consulting, Pete has expertise working on 403(b) plans, 457 plans, Defined Benefit plans for closely held companies, Non-Qualified plans, and Wealth Management solutions for individuals and organizations.

He possesses industry leading credentials such as Certified Financial Planner™ (CFP®) and Accredited Investment Fiduciary (AIF®), which provides formal training in corporate investment fiduciary responsibility, and a California Resident Life license (#0C89374)