Peter A Mortka, CFP®, CLU®, ChFC®
Wealth Management Advisor


Mortka Financial Group

  • Office 518-459-4665
  • Fax 518-677-1184

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

I am a 1987 graduate of Siena College in Loudonville, NY, with a degree in Finance. I began my decades-long career with Northwestern Mutual in May of 1990, and have continued to set high standards by achieving the following designations/certifications:

CFP® - Certified Financial Planner
CLU® - Chartered Life Underwriter
ChFC® - Chartered Financial Consultant

Licenses:   FINRA Series 7

                  FINRA Series 6

                  FINRA Series 63

                  FINRA Series 66

                  Life, Accident and Health

Associations and Memberships

Million Dollar Round Table

  • Qualifying Member 1998-2003, 2005-2006
  • Qualifying/Life Member 2007-2014

While my team and I continually assist all clients in obtaining the realization of their financial goals and dreams, we take particular consideration of the needs of local business owners, providing them holistic financial plans with a level of ethics and integrity that exceeds expectations.

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck