Peter F. Cardoza

Peter F. Cardoza

Peter F. Cardoza, CFP®

Founder

With over 20 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 also an Accredited Investment Fiduciary® and 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. 

Partnering with Clarke, Snow & Riley, LLP, Peter Cardoza created CSR Financial Services, LLC, an independent financial services, asset management, and consulting firm that 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 Grafton community as Treasurer of the Grafton Lions Club. He is also a dedicated sponsor of Apple Tree Arts, which provides high-quality educational music and theatre arts programs to individuals of all ages.