Peter Hoglund, CFP®, AFI

Wealth Management Services

Peter is a Senior Vice President at the Wealth Enhancement Group (WEG) where he works with individuals and businesses to design their financial future and achieve their goals. Peter specializes in working with physicians and medical practices. He is developer and coordinator of AEPG Wealth Strategies’ Continuing Medical Education (CME) Seminar series, one of a kind among wealth management firms in New Jersey. He also works closely with physicians maximizing their practice to achieve long-term financial security. In addition to his expertise in healthcare, Peter works with individuals to establish planning strategies, education funding and retirement goals and management. Peter holds the Certified Financial Planner™ (CFP®), and Accredited Investment Fiduciary (AIF) designations.

Peter sees the most important aspect of his job is to serve as the trusted advisor and confidant to his clients and to build a strong working relationship that fosters collaboration and mutual trust. He takes pride in his ability to simplify even the most complex strategies and provide honest and straight-forward thinking.

Prior to joining WEG, Peter was a financial advisor with Wells Fargo Advisors, as part of a team of Barron’s Top 100 Brokers. He has extensive experience in developing and implementing alternative investment portfolios, providing risk management solutions for family home offices and working with the financial departments of Fortune 500 corporations.

Peter currently serves as a board member with the Summit Medical Group Foundation.

Peter earned a bachelor’s degree in political science from Eastern University. He completed his CFP education through Fairleigh Dickinson University.