Randy Peters CRPC, ChFC, CLU

Randy Peters CRPC, ChFC, CLU

Principal

Phone: 850-230-2323
Mobile Phone: 850-774-2434
E-mail:
 

Randy Peters has provided financial planning and investment advice to numerous business owners, professionals and executives since 1986.  He provides services from asset management and general securities, or designing retirement and benefit plans, to selecting mutual funds, annuities, life insurance or other financial instruments used in retirement planning.  Randy devotes a great deal of time to developing comprehensive financial or business plans.

Utilizing state of the art software and cutting-edge financial strategies, such as Income Allocation and modern asset allocation theory, Randy has helped many individuals and businesses achieve their financial goals.

After obtaining a business degree from the Universtiy of Wisconsin, Randy spent the first 10 years of his career in management with Tenneco, Mobil Oil, Toro Co. and as a consultant to several turn-around firms.  His positions included Personnel Director, Plant Manager and General Manager.

Following a number of promotions and transfers around the U.S., Randy founded a successful financial planning practice, Anchor Financial in 1986 in St. Paul, Minnesota.  Randy is an Investment Advisor Representative (through Woodbury Financial Services, Inc.), and holds CLU and ChFC designations.  He is also a Chartered Retirement Planning Counselor (CRPC).  Most of his time is spent working with clients in Arkansas, Florida, Minnesota, Texas, Virginia, and Georgia.

In addition to providing investment advice, Randy is a USCG licensed Captain, and certified Dive Master.  He enjoys sailing on St. Andrews Bay and the Gulf of Mexico, and has sailed extensively on the Great Lakes, Atlantic Coast and the Gulf.

Randy and his wife Sheri reside in Panama City, FL and Centerton, AR, and have three grown children.