Peter Abi-Nader

Financial Advisor

CFP®

With over 20 years of financial sector experience, Allworth’s Peter Abi Nader, CFP®, 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 Life Changes, So Should Your Plan: A High-Net-Worth Guide to Financial Transitions

No one is immune from life’s curveballs. Here’s how high-net-worth investors can protect their wealth and make smarter decisions through five major …

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‘No’ Is Not a Dirty Word: Setting Boundaries with Wealth

Wealth can open many doors—but it can also make it harder to say 'no.' Explore how high-net-worth individuals can set clear, confident boundaries …

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8 Wealth Preservation Strategies for High-Net-Worth Investors

In unpredictable markets, protecting your wealth requires more than caution—it demands a sophisticated, strategic approach. Here are eight ways to …

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