Peter O'Neill (CFP, MBA)

Peter O'Neill focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Novice Investors
  • Retirement Plan Investment Advice

Planning Specialties

Financial Planning, Investment Management, Retirement Planning

Additional Information

Peter O’Neill, CFP®, is the Principal and founder of Fiduciam Wealth Planning, LLC.  His primary responsibilities include overall management of the firm and the development of clients' comprehensive financial plans.  

Pete has nearly 30 years of experience in the financial industry.   The majority of that time was spent at Charles Schwab & Co., Inc., one of the first firms to break the Wall Street grip on excessive stock commissions.   Pete held a variety of executive positions at Schwab, including leading the efforts of nationwide advisory teams. 

Pete is a CERTIFIED FINANCIAL PLANNER ™ professional. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, a CERTIFIED FINANCIAL PLANNER ™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  This includes requiring the completion of an extensive education curriculum and passing a rigorous certification examination.  You can find more information about this certification at www.CFP.net.

Pete is a graduate of Calvert Hall College High School in Baltimore and holds a Bachelor of Arts (BA) in Political Science and a Master’s in Business Administration (MBA) from Loyola University Maryland.  He has previously passed the Series 7, 63, 9, 10, and 24 exams.  Pete is a member of the Financial Planning Association® and the National Association of Personal Financial Advisors (NAPFA). 

Pete and his wife, Phoebe, have two children, Kieran and Natalie and reside in Lutherville, MD. 

NAPFA Start Date

April 17, 2018

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This Office

40 W Chesapeake Ave Ste 517 Towson, MD 21204-4892 Phone: (440) 339-7060