Peter Wheeler, CLU, ChFC, CFP, CEO and Dream Development Director

Peter Wheeler

Pete has over 40 years of experience in the financial services industry and is a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), and a Certified Financial Planner (CFP®). He graduated from the University of Arizona with a B.S. in Finance.

Pete has been listed as one of the top advisors in the country by both Worth and Bloomberg Wealth Manager magazines. He is a recognized expert in the industry and has been featured on numerous television and radio programs and in a variety of financial journals.

Pete has authored several books, and is a retired Commander from the US Naval Reserve.

He is originally from New Brunswick, Canada. He and his wife, Mary, live in Point Loma and have five children and two grandchildren. He enjoys rough-water swimming, wood-working, and classic boat restoration.

“My partners and I, along with our exceptional staff, are truly committed to continuing the WheelerFrost experience. That’s what makes us different. We treat our clients like family. We believe in the values that are associated with family – commitment, long-term success, and planning for future generations. Everything we do is to support our clients in achieving their dreams for themselves and their families. We look forward to working with you in providing the best experience for you.”

2665 Fourth Avenue
San Diego, CA 92103
(866) 478 8794