Peter Stahl, CFP®, CLTC®, CMFC®, Retirement Health and Financial Planning Expert

Meet Peter Stahl, CFP®, CLTC®, CMFC®, Retirement Health and Financial Planning Expert

Experience, Recognition, Background

Peter has 30 years of experience in the financial services industry. He has supported the sales and marketing efforts of financial advisors and their broker dealer firms across multiple channels of distribution, both domestically and internationally. Product areas include insurance, mutual funds, annuities and retirement plans. He has been a Certified Financial Planner since 1997.

In 2012 Peter founded Bedrock Business Results, LLC, a training and consulting firm designed to help financial advisors understand health care challenges during retirement, equipping them to build trust and provide solutions for their clients.

Peter is also the founder of WealthWatch, an innovative video library providing content on retirement health care issues, focusing on the convergence of health care and financial planning.

Peter was previously the Vice President of Strategic Relationships at The Hartford, and prior to that part of the support team at Putnam Investments. 

Peter Stahl, CFP®, CLTC®, CMFC®'s Retirement Expertise

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Peter is an author and sought after industry speaker on the convergence of health care and financial planning. He provides training and creative resources at major industry conferences and client venues across the country. In addition, Peter provides CFP® C/E and innovative online resources on the health care topic at his WealthWatch resource center (www.yourwealthwatch.com).

Peter delivers training and resources to financial advisors and their clients across the United States and internationally. Author of “Top of the First: The Convergence of Health Care and Financial Planning”, now available in paperback, Peter makes navigating through a complex and ever-changing health care landscape comprehensible to all. He covers:

  1. Concern about health care costs has emerged as pre-retirees’ top concern;
  2. Health care is a major topic in our nation;
  3. Financial Advisors who are equipped to address this issue have a unique opportunity to build trust, gather assets and cement client relationships.

Contact Us About Hiring Peter Stahl, CFP®, CLTC®, CMFC®

"I was introduced to Peter last year at the CFS/SPF Program Manager’s Forum. Since that time I have had the extreme pleasure to see Peter speak on several occasions. His knowledge and expertise are only exceeded by his passion. He has been an integral part of the success of a regional training program I established for our advisors. His talk on funding health care in retirement is an eye opener. Moreover it is a topic many advisors are not equipped to handle. Peter helps to bridge the gap and empower advisors to differentiate themselves."
5/5

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