Peter Abi-Nader

Financial Advisor

CFP®

With over 20 years of financial sector experience, Allworth’s Peter Abi Nader is an advisor in our Folsom, California, office. A CERTIFIED FINANCIAL PLANNER® professional, Peter has earned a bachelor’s in Business Administration (emphasis in Finance), and an MBA, both from the University of San Francisco. A native of the Sacramento region (Fair Oaks), in his spare time, he enjoys hiking, skiing, traveling, reading, and practicing Portuguese. Peter and his wife, Dianne, are the proud parents of two sons, Michael and Andrew.

Latest Insights


You’ve Built Wealth… Now What? A Guide for High-Net-Worth Households

Growing wealth is one thing. Managing it well is another. Here’s how to make that shift with confidence.

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7 Things to Consider Before Buying a Second Home (Yes, Even If You Can Afford It)

A vacation home can elevate your lifestyle, but it also reshapes your wealth in ways worth understanding. Here are the key considerations before you …

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When Paper Gains Create Real Tax Liabilities: Navigating Phantom Income

‘Invisible’ income but tangible consequences. Here’s how high-net-worth investors and high-earners can get ahead of phantom income.

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