How can you pursue what matters most?

As the son of Korean immigrants, Peter embraced hard work early, managing one of many family businesses at age ten. At thirteen, his family lost everything. The experience left an indelible mark on Peter, fueling his drive to serve his country as a Cadet at West Point and eventually leading his own wealth management team to help others successfully achieve their financial goals.

With wealth management experience of almost 30 years, Peter serves as a resource and partner to his clients.  Having held previous positions as a branch manager and training coordinator for one of the “Big 4” investment firms in the Phoenix metropolitan area; his unique industry knowledge provides value in his clients’ lives by navigating them toward their financial goals.

Drawing from his military experience and with a comprehensive perspective in wealth management, Peter is disciplined in crafting customized plans and implementing personalized investment strategies for high-net-worth clients.  He specializes in providing investment advice that often involves tax-efficient investing, retirement planning, and wealth transfer strategies.  As your financial advisor, Peter will work tirelessly to manage your significant life changes by offering solutions that focus on your short and long-term outcomes.

The Choy Group assists corporate executives and business owners maximize personal and business assets while offering lending solutions. With many industry designations, Peter also serves as a fiduciary to Retirement Plans, Endowments & Foundations. 

Peter is based out of Franklin, Tennessee while his daughter, Ella, attends Vanderbilt University and travels back to Arizona frequently to meet clients and team members.  The Choy Group has team members located in both Arizona and Tennessee to serve our clients.

Personal & Community

West Point Class of ’98 Fund | Active Donor       

Sun Lakes Crown Rotary | Paul Harris Fellow

Coloring for a Cure | Board Member

Caring 4 Paws | Board Member