Peter Krewet, CFP®
Peter Krewet is a financial advisor based in North Star’s Dallas office. He primarily works with young medical professionals, providing guidance on everything from risk and debt management to retirement and investment planning. By helping them develop healthy financial habits early in their medical careers, Peter aims to provide education to his clients as they strive to meet their goals, and reach financial independence.
Originally from St. Louis, Peter moved to Texas for school and received his Bachelor of Business from the University of Dallas. He spent a semester studying in Rome and was a member of the UD rugby club. In his free time, he enjoys hiking, swimming, and waterskiing.
- Member of North Star’s Medical Division
- FINRA Series 7 and 66 registered
- Life and Health insurance licensed
Comprehensive financial planning
Education funding strategies
Income protection strategies
Tax-efficient investment strategies*
Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #4056582.