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Peter C. Lott
INVESTMENT AND FINANCIAL PLANNER
Peter Lott, Associate Licensed Insurance Professional of Allied Wealth, has been helping clients create a robust, holistic financial picture to help reach and maintain their goals.
In 2006, Peter started his financial services career in Dallas, Texas, working with alternative investments. During that time, he taught clients how to diversify their portfolios among numerous types of investments. Peter mentored over 200 financial professionals on how to include alternative investments as a potential strategy for their planning needs. In that capacity, he taught investors how to accumulate assets to help hedge against Market volatility. Peter is currently licensed with the Texas Department of Insurance (1862076).
As a trusted insurance professional, Peter enjoys teaching his clients how to navigate the process using a holistic, strategic, and comprehensive approach to achieve their financial goals. He listens to each client and understands the importance of preserving their life savings to help achieve and maintain their quality of life in retirement.
Interests & Hobbies
Peter belongs to a nonprofit organization that is dedicated to promoting high performance boating in the Texas Gulf waters and lakes. Within that organization, he helps to raise funds for community charitable functions. Through those organizations, he teaches people proper boating safety while out on the water. Peter is an avid fisherman and hunter who has spent years training his bird dogs for upland game hunting. He currently resides on Lake Conroe with his wife and two daughters.
Phone: 866.779.3553 Email: firstname.lastname@example.org
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Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.