Mr. Peralta is a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensed by the Certified Financial Planner Board of Standard. The CFP® Board grants the privilege to practice personal financial planning only to those individuals who have qualified by completing a comprehensive and rigorous standard of examinations, experience and ethical compliance, both initially and on an ongoing basis, and to those who have pledged to adhere to the CFP® Board's Code Of Ethics and Professional Responsibility.
Mr. Peralta is a Registered Representative with Cetera Advisors LLC. He was a Registered Representative for FFP Securities, Inc. for eighteen years before moving to First Allied in 2008. First Allied merged with Cetera Advisors in 2022.
Mr. Peralta also completed the Certified Wealth Strategist (CWS®) designation from the Canon Institute. This allows him to address the wealth issues of the high net-worth investor.
.Mr Peralta earned his undergraduate degrees in Economics and Finance (1983) from De La Salle University (Manila, Philippines). He also graduated from the College for Financial Planning (1992).
CA Insurance License # 0809151