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Peter B. Marmaras, ChFC®, CFP®
Co-Founding Principal
Peter B. Marmaras is a CERTIFIED FINANCIAL PLANNERTM certificant and has earned the Chartered Financial Consultant (ChFC ®) designation. He is a co-founding Principal of Marmaras & Smith LLC, an advisory firm located in Bethlehem, Pennsylvania and Bedminster, New Jersey. The firm has a diversified practice in Wealth Management. A member of The Financial Planning Association (FPA), Peter’s experience includes developing personalized financial plans, retirement planning and investment management. He holds a B.S. Degree in Economics and Finance and attended Farleigh Dickinson University where he graduated Magna Cum Laude in 1982.
He earned his CFP® certification at the College of Financial Planning/National Endowment for Financial Education, Denver, Colorado in 1990. In 1995, he earned the Chartered Financial Consultant (ChFC®) designation from the American College in Bryn Mawr, Pennsylvania.
Currently, Peter is an active volunteer with several non-profit organizations including the Fighting Children’s Cancer Foundation in Wayne, New Jersey. He also serves as a trustee at the Wesley United Methodist Church in Bethlehem, Pennsylvania. Peter was a past co-host of the weekly radio program, Managing Your Money (1995-1997). He is a past speaker for board meetings with the American Guaranty & Trust Company, Wilmington, Delaware, and the Sentinel Family of Mutual Funds, Boston, Massachusetts, and is included in “Who’s Who in Finance and Industry.”
"My personal philosophy goes here, including lorem & Ipsum"
Education
Fairleigh Dickinson University, 1979 - 1982
BS, Economics and FinanceBS, Economics and Finance Grade: Magna Cum LaudeOwned and operated a paving contracting business while maintaining a full academic schedule.
The American College of Financial Services, 1990-1995
Chartered Financial Consultant ChFC professional designation, Finance, investments, risk management, estate and financial planning
College of Financial Planning, 1988 - 1990
CERTIFIED FINANCIAL PLANNERTM Certificant, Wealth management, risk management, investments, financial planning