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Peter Bobolia, CFP®, ChFC®

Plan Smart. Live Well.

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Family First Financial Planning Peter Bobolia, CFP®, ChFC®
Stuart, Florida

Serving Clients Nationwide

Plan Smart. Live Well.

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Living in Retirement
  • Owning a Business
  • Taxes

About Me

Peter Bobolia has been in the investment and financial services industry for over 20 years. He is passionate about helping individuals and families find solutions to their unique financial needs and situations. He works with clients of all backgrounds and financial status in the belief that everyone deserves to worry less about their financial future and to live their best lives. A well thought out and customized financial plan can help families meet their goals and dreams.

Peter's love for helping people comes from witnessing in his own family both the benefits of long-term planning and the consequences of not having a plan. Without advanced planning for an unexpected event such as a health emergency, unnecessary worry and difficulties can occur for your loved ones.

Peter is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT® specializing in strategies for blended families, special needs, and non-traditional families to meet their unique needs and challenges. These needs are addressed with modern retirement income portfolios and applying behavioral finance techniques. He most enjoys helping families plan for life's twists and turns, long-term goals, college planning, and retirement income.

His professional experience includes working with the large broker dealers, money and asset managers, and private banks. This diverse experience has shaped his view that everyone deserves and can benefit from a well thought out and executed financial plan. Throughout his career, he has worked with individuals, families, and financial advisors to find the right solutions for everyone's needs.

Peter holds a bachelor's degree in Public Administration from George Mason University. He lives in Jupiter with his wife Nadia and their two wonderful children, Nicholas and Sophia. In his spare time, Peter loves a good history book when he is not keeping up with current events and the latest financial news. He enjoys spending as much time as possible at the beach and outdoors with family and friends.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant (ChFC)

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • Garrett Planning Network

Primary Location

850, Northwest Federal Highway, Stuart, Florida, 34994

Additional Locations

📍 601 Heritage Drive, Jupiter, FL 33458

📍 2101 Vista Parkway, West Palm Beach, FL 33411

📍 1375 Gateway Blvd, Boynton Beach, FL 33426

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll share additional information about our services and listen to understand your circumstances so we can get to know how we may be able to help you. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

🌳 Why the tree?

In many faiths and cultures, trees signify the interconnectedness of families throughout generations. The trunk represents strength and stability, and the branches and leaves reach toward the sky, symbolizing the importance of reaching out to heaven (and for your dreams).

Trees provide shelter and provide the kind of stability one gets when he or she is financially secure. They lose their leaves, grow new ones, and some bear fruit… just like the stages of our lives. With nurture and care, trees are a gift for today and for generations to come.

At Family First Financial Planning, we can think of no greater symbol to hang our hats on… than the formidable, life-bearing tree. We specialize in the unique needs of everyday people. For consumers, that means affordable access to objective, expert advice as needed, including:

✅ no net worth or account minimums required

✅ no conflicts of interest regarding advisor compensation

✅ no commissions

✅ no sales pressure

✅ no third-party sales incentives

✅ no long-term contracts or asset management require

Education

George Mason University, Bachelor of Science (BS), Public Administration

Badges

Hobbies and Interests

  • Beach
  • Family
  • Reading

Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • Couples
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Newly Engaged / Newlywed
  • Parents
  • Special Needs

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