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.

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The Mirage of Complexity: Is Your Portfolio Diversified… or Just Overengineered?

Your investments might look and feel like they’re diversified. But what happens when you look under the hood?

How to De-Risk a Concentrated Stock Position: 3 Steps for HNW Investors

Does a single stock dominate your portfolio? That comes with big risks. Here’s how to start diversifying with purpose and precision.

Revocable vs. Irrevocable Trusts: Which Is Right for Your Estate Plan?

Do you want control… or protection? Here’s how high-net-worth investors should think about the trade-offs that come with the two main kinds of trusts.

Guide 5 Keys to Selecting the Right Financial Advisor

Do you know if an advisor has your best interest in mind? Discover how you can find out.

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About Allworth

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better -because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more - all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first-and our success is dependent on your success -you get more than just advice.

You get a financial ally for life.

97%

client loyalty 30,000+ Clients²

years in business $30 Billion AUM⁴

Ranked Top 15 Barron’s Top 100 RIA Firms¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

Peter Abi-Nader

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