My Accomplishments

  • 25 year career as builder of top ranked financial services organizations as Financial Advisor and Senior Executive (John Hancock, American Express Financial, Ameriprise Financial)
  • Senior Executive for Field Leadership Development (American Express Financial, Ameriprise Financial)
  • Founder and CEO of 2 high growth and profitable startups (The Velardi Group, LLC. & FiPath4Advisors, LLC.)
  • Consultant, investor, advisor or principle to over 10 startups with a collective valuation in excess of $100m.
  • Part of teams raising over $100m in private equity for startups and early stage companies
  • Hired, trained, and developed thousands of top leaders and sales professionals

A Little Bit About Me

He was a Senior Vice President of Ameriprise Financial Advisors, Inc., (formerly American Express Financial Advisors). During his 25-year career, he built top performing organizations, including the development of a 5,000+ personal financial advisor network. He also led the Leadership Development Program for field leaders. Most recently, he has impacted start-ups and small business organizations through multiple growth stages as the Founder and CEO of The Velardi Group and CEO of FiPath4Advisors.

A graduate of the Boston University School of Management, Peter is also Certified Financial Planner™. He is a nationally recognized speaker on topics including “How to Achieve Wealth and Happiness”, “Quantum Leap Business Growth”, “Your Communications Dilemma – Building Trust and Credibility- Online!” and “Cultivating New Clients Through Automation”. In addition, he has led hundreds of highly rated leadership development workshops for national organizations such as American Express, ING, LPL, Bacterin, Dinova, Financial Planning Association and many others. He has been featured in national publications such as The WSJ online and Financial Advisor Magazine.

Peter and his family reside in Johns Creek, Georgia. He enjoys family activities, water sports, golf, fly-fishing, and health and fitness. 

He serves on a number of boards and advisory groups.