Peter Succoso

Peter Succoso is a Managing Representative at Sherpa Financial with over 40 years of experience in the investment management industry. He holds a BA from Brooklyn College of the City University of New York and hosts weekly educational webinars on market updates and retirement savings strategies for his clients.

Deeply involved in his Wilmington, DE community since 1987, Peter serves as a board member for several civic and school organizations, including a 25-year tenure with the Hockessin Montessori School. He and his wife have three children and multiple grandchildren, with whom they enjoy spending their time.

He is a "Design Your Life" Certified Coach, integrating this philosophy into his retirement planning to help clients align their financial and personal goals.