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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"

Peter B. Marmaras, ChFC®, CFP®

Education

Fairleigh Dickinson University, 1979 - 1982

BS, Economics and FinanceBS, Economics and Finance
Grade: Magna Cum Laude

Owned 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

Registered Branch Address at 3101 Emrick Blvd., Ste 315, Bethlehem, PA 18020.

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services and Financial Planning offered through Vicus Capital, Inc, a Federally Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Cetera and its representatives do not provide tax or legal advice.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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