Peter Sharpe

ChFC®, CRPC®, CLU®

Private Wealth Advisor

Peter.Sharpe@HeritageConsultants.com

703-749-5054

703-287-1558

301-633-7169

8219 Leesburg Pike, Suite 200 Vienna, VA 22182
About Peter Sharpe

Pete Sharpe brings more than 41 years of experience in the financial services industry at Lincoln Financial Advisors (now Osaic Wealth), Signator Investors (acquired by Royal Alliance, which is now also under the Osaic umbrella) and John Hancock. He holds the CLU®, ChFC®, and CRPC® designations. Pete also maintains Series 6, 7, and 65 securities registrations and insurance licensing.

Pete received a bachelor’s degree in business administration the University of Lynchburg. He loves entertaining and boating at their home at Smith Mountain Lake with his wife, Curtina, and their two poodles.

Certifications

 

  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Retirement Planning Counselor (CRPC®)
  • Series 6, 7, 63 and 65 registered
  • Life and Health insurance licensed

Education

 

  • B.A., Business Administration, The University of Lynchburg

Peter Sharpe's Team
Ellen Norris

Ellen Norris

Client Relationship Manager