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 has been a youth travel softball coach and is the current varsity softball coach at Blackstone Valley Technical High School. 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.
