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
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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From Severance to Strategy: Wealth Moves for Executives After a Layoff
When a leadership role ends, it can be a powerful reset point for your financial future. Here’s how high earners can turn a forced layoff into …
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When Timing Goes Wrong: What HNW Investors Need to Know About Sequence of Returns Risk
Even well-constructed wealth plans can be vulnerable to market timing. Here’s how high-net-worth investors can better insulate their retirement from …
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