Broker Check
Peter J. Fitzgerald

Peter J. Fitzgerald

Portfolio Consultant & Financial Planner

After Interning with the team during the summer of 2021, Peter accepted a full-time position as a Financial
Planner with Imperia Wealth Management. Working alongside his teammates, Peter has quickly grasped
IWM’s concierge approach to both Financial Planning and Wealth Management. Peter has embraced
IWM’s mission to deliver proactive financial expertise and build commitment-driven relationships with
individuals and families searching for financial freedom. Peter holds the series 7and 66 FINRA
registrations and is a registered representative and investment advisor representative at SagePoint Financial Inc.

Peter graduated from Fordham University’s Gabelli School of Business with a Bachelor’s Degree in
Finance. Peter was a football D1-AA scholarship athlete and earned Academic All-Patriot League all four
years attending. Peter contributed to multiple clubs including Value Investments Club and Alternative
Investments Club.

Throughout high school and college, Peter volunteered over one hundred hours of community service. His
favorite memory of community service was the opportunity to participate in A Night to Shine, ran by the
Tim Tebow Foundation. Peter was fortunate to walk high school students with special needs down a red
carpet for their perfect night at prom. Another one of Peter’s favorite memories was giving a Fordham
University campus tour to a local middle school from the Bronx. This tour gave inspiration to these young
kids to work hard in school and showed them the benefits of doing so.

Contact me
• Website:
• Address: 35 Braintree Hill Park, 106,
                 Braintree, MA
• Phone Number: 781-654-0633
• Email: