Peter Sigal has made a career in the financial services industry providing planning and investment advice to individuals and institutions for over 30 years. He began at Dean Witter Reynolds in Palo Alto, California with a degree in Business Economics from the University of California, Santa Barbara. During his 24 years with Dean Witter/Morgan Stanley, Pete directed marketing and sales for the taxable bond division, led sales for the CreditSource mortgage lending program, headed marketing for the Financial Institutions Group, and managed the firm’s Nashville Vanderbilt and Houston Greenway Plaza branch offices.
More recently, he was a founding member of Charles Schwab’s executive services team, which provided guidance and personal financial advice to directors and executives of companies whose employee stock plans and 401k plans were administered by the firm.
Pete has been a dispute resolution arbitration panelist with Financial Industry Regulatory Authority (FINRA). He’s an active member of the Financial Planning Association of Dallas/Ft. Worth, the Dallas Association of Financial Professionals, and is currently finishing up his CERTIFIED FINANCIAL PLANER™ (CFP®) curriculum at Rice University.
His personal interests are in his children’s continued growth and education at the University of Texas, Austin, along with travel, running, biking, swimming, sailing, hiking, fishing, skiing, and short distance triathlons. His most memorable day hikes include Half Dome peak in Yosemite National Park, Mt. Whitney, and the Grand Canyon to Phantom Ranch.
Pete counts his volunteer time as a Court Appointed Special Advocate (CASA) for abused and neglected children, as one of his most heart wrenching, but fulfilling experiences. “Blessed with a safe and nurturing childhood, and having provided the same for my children, I felt I had more to give, so I reached out to this special community with more than just my checkbook.”