bio
With a strong background in wealth management, retirement planning, and relationship-driven advising, Peter Duggan helps clients build clear, confident strategies for long-term financial success. He joined intellicents in July 2025 to serve individuals and employers, bringing a solutions-oriented mindset and a passion for guiding people toward their goals.
Before joining intellicents, Peter spent two years as a financial planner with TRG, focusing on wealth management and 401(k) plans. Earlier, he served as an account director in the government staffing sector, where he honed his skills in prospecting, collaboration, and building lasting client relationships—experience that now informs his personalized approach to financial planning.
Peter partners with clients to craft strategies that align with both life and work.
education & certifications
Peter has previously passed the Series 7 and Series exams and is a Certified Plan Fiduciary Advisor (CPFA). He earned his Business Administration degree from the University at Buffalo in 2016.
my idea of living the dream
For me, true success is achieving financial freedom, so my family and I can live with peace of mind, pursue our passions, and embrace life without limitations.
this is my dream job
For me, a dream job means making a meaningful impact in people’s lives, helping them gain financial freedom, build security, and unlock the opportunities that matter most to them and their families.
this is how i make it real
I love spending my time around the things that bring me joy: watching sports (especially the Bills), being outdoors with my family, and seeing as many concerts as I can.