With wealth management experience spanning over a quarter century, Peter serves as a resource and partner to his clients and their needs. Having held previous positions as a branch manager and training coordinator for a major investment firm in the Phoenix metropolitan area; his unique industry knowledge provides value in his client's lives by navigating them toward their financial goals.
Drawing from his military experience as a Cadet at West Point and with a comprehensive perspective in wealth management, Peter is disciplined in developing customized investment strategies for high-net-worth clients. He specializes in providing investment advice that often involves retirement planning, tax-efficient investing, and wealth transfer strategies. As your financial advisor, Peter will work tirelessly to manage your significant life changes by offering solutions that focus on the short and long-term outcomes of your collective decision-making.
The Choy Group offers a suite of services catering to corporate executives and business owners to maximize their personal and business assets and provide lending solutions. With respect to the many industry recognized designations he holds, Peter is also an Institutional Consultant and a Retirement Plan Consultant with UBS. These distinctive titles allow Peter to assume a fiduciary role in the design, implementation and oversight of qualified plans.
Peter resides in Gilbert, Arizona with his wife, Laura, and daughter, Grace. During his free time, Peter enjoys reading and traveling to visit his oldest daughter, Ella, who attends Vanderbilt University in Nashville.
· President's Council | 2018, 2020, 2022, 2023, 2024
· Director's Council | 2017, 2019, 2021
· Five Star Wealth Manager | 2013 - 2016
· Practice featured in Forbes magazine | 2013
Personal & Community
The West Point Class of '98 Fund | Active Donor
Coloring for a Cure | Board Member
TPR Foundation | Board Member
Sun Lakes Crown Rotary | Paul Harris Fellow