Peter T. Waldron

Managing Partner

Phone: (925) 786-7686

EmailPeter.Waldron@lfg.com

 

Peter Waldron is a Partner at Spectrum Wealth Partners, and is affiliated with Sagemark Consulting, a division of the Lincoln Financial Advisors Corp. as a registered investment advisor. His practice specializes in working with Technology Executives and small business owners on their planning needs and focuses on the areas of Estate, Investment, Retirement and Tax Planning.

With more than 10 years in the financial services industry, Peter co-founded Spectrum Wealth Partners in 2012. Prior to Spectrum Wealth Partners, Peter served as founding partner with Waldron Wealth Advisors from 2004 to 2011.

Peter delivers objective, strategic and prudent advice to help his clients accumulate, retain, and transfer wealth. Peter creates customized, comprehensive financial plans helping his clients identify their key objectives to help them reach their financial goals. Peter then takes the plan and ensures he communicates and strategizes with his clients' other advisors. This provides coordination between all of the advisors and to ensure continuity in the client's financial plan. Peter's creative expertise and commitment to his client relationships has fostered the growth of his clientele.

Peter was selected to join The Resource Group(TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors (LFA), and he is currently working with the Practice Management Committee and Investment Committee within TRG. He is a LFA National Conference Presenter. Peter has earned multiple LFA awards, which includes Planner of the Year in 2012.

Peter T. Waldron earned a Bachelor of Arts Degree in History with a minor in Economics from Colorado State University in Fort Collins, Colorado. Currently, Peter's family of 7 resides in San Ramon. He and his wife spend their personal time with their 5 children. He was born in Montclair, New Jersey and grew up in Contra Costa County where he continues to serve his community through his active philanthropy with Walt Disney Elementary School Education Fund.