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Peter I.M. Shusterman

Peter I.M. ShustermanTrusted Advisor Dedicated to Your Goals

• Committed to individualized, world-class client service
• Passionate about achieving your goals and needs
• More than 23 years of serving their valued clients

Focus: Family wealth mgmt., investment portfolio design/optimization

Designation: MBA Finance

The mission of Shusterman Financial Services is to make a real difference in the lives of its clients. They empower each client to attain his or her financial goals. They protect, manage and grow family wealth from generation to generation by providing exceptional service and highly personalized guidance. Integrity, competence, knowledge, care, experience and trust are the hallmarks that drive their commitment to your long-term financial independence.


Shusterman Financial Services

San Diego, CA 92127
Phone: (858) 676-3300
Toll-free: (800) 869-6331
peter@shustermanfinancial.com
www.shustermanfinancial.com


Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Shusterman Financial Services is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

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