Advisor Profile

Peter C. Pape has nearly a decade of experience providing investment, retirement and financial wellness guidance to individuals, families, and business owners. His approach is centered on long-term partnerships, helping clients address what matters most today, while staying aligned with their broader retirement and wealth-planning objectives.

Before joining Choreo, Peter served as an Investment Advisor Representative with Northeast Financial Group, an independent registered investment advisory firm based in Northeast Pennsylvania. In that role, his primary focus was implementing and overseeing a comprehensive Financial Wellness Program for group retirement plan clients. The program focused on aligning participants’ financial priorities with clear, actionable strategies, while maintaining ongoing advisor engagement throughout their careers, the transition to retirement, and into retirement.

In addition to Peter’s work with retirement plan participants, he supports private wealth clients through portfolio recommendations and ongoing due diligence, delivering thoughtful, client-centric guidance tailored to their evolving financial needs.

Earlier in his career, Peter was a registered representative with AXA Advisors in Manhattan, where he advised individuals on investment and insurance strategies, building the foundation for his disciplined approach to planning and long-term, client relationships.

Peter’s mission is to be a steady presence for clients throughout their financial journey, helping them prioritize what matters today while staying on track for retirement as life evolves.

PROFESSIONAL AFFILIATIONS & DESIGNATIONS

• CFP®
• CRPC® (Accredited Chartered Retirement Planning Counselor), The College for Financial Planning
• FINRA Series 65
• Life, Accident, and Health Insurance License

EDUCATION

• BA, Business and Minor in Economics, Pace University