A LEGACY OF TRUST
Knowledgeable Experience
Peter is a winning coach. Whether he is on the local high school varsity softball diamond or strategizing with his wealth management clients, he is knowledgeable, supportive, trusting, experienced, and goal-oriented.
With more than two decades of financial services experience, Peter has coached families and business owners to make smart choices with their wealth.
Peter Cardoza, CFP®, AIF®
President
With more than 25 years of financial services experience, Peter Cardoza is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of Cornell University with a degree in economics. He is an Accredited Investment Fiduciary®, which means he has completed the rigorous training required to prepare investment professionals to carry out their fiduciary responsibilities to their clients. Peter is also a member of the Financial Planning Association. He holds a Long-Term Care certification, as well as FINRA Series 7, 24, and 65 securities registrations as an investment adviser representative of Commonwealth Financial Network®. Peter also maintains insurance licenses.
Peter created CSR Financial Services, LLC, an independent financial services, asset management, and consulting firm in partnership with Clarke, Snow & Riley, LLP. Today, CSR Financial Services provides a truly independent and comprehensive approach to financial planning.
Knowing the importance of investing in the community, Peter makes it a priority to participate in many local events throughout the year. He is the current varsity softball coach at Blackstone Valley Technical High School and is back coaching youth travel softball with the Grafton Diamonds where he has won 4 USA Softball MA State Championships. Additionally, Peter is a dynamic leader in the community as member of the Lions Club and as advisor for the BVT Leos Club. He is a dedicated sponsor of the Claflin Hill Symphony Orchestra and Apple Tree Arts, which provides high-quality educational music and theater arts programs to individuals of all ages. Peter is also a Board member for United to Benefit Ecuadorian Children International.
