Peter Yaffe, MBA, LUTCF, CLTC
Insurance, Investments, Financial Advisory Services
Newton , MA

Peter Yaffe, MBA, LUTCF, CLTC's Networking Photo
My Best Referral Is:
Anyone who respects your advice.

Websites:
Current Work:
  • Registered Representative at New York Life
  • Previous Work:
  • Founder and President at Metro Identification Systems, Inc
  • Education:
  • MBA, Finance, Boston University
  • BS Civil Engineering, Tufts University
  • AB Fine Arts, Tufts University

  • Summary:
    I would like to meet with business owners & professionals to review the feasibility of an obscure tax advantaged, guaranteed retirement plan

    Detailed Experience Summary:

    Registered Representative at New York Life
    January 2006 - Present

    My practice provides advice to families and small business owners on financial and risk management issues, estate preservation, family business succession planning, long term care planning, retirement income planning, invested asset management, and charitable gift planning.

    Founder and President at Metro Identification Systems, Inc
    April 1987 - October 2005

    Integrated print and graphic arts manufacturing, brand identity and advertising products, architectural signage, promotional display materials, and document production and distribution. Clients included Fortune 500 companies, Federal, Military and State Government Agencies, Non Profit Organizations as well as 1000's of businesses in eastern Massachusetts and especially the greater Boston area. Sold in 2005.


    Detailed Education Summary:

    MBA, Finance, Boston University
    January 1973


    BS Civil Engineering, Tufts University
    June 1970


    AB Fine Arts, Tufts University
    June 1970


    Conversation History: (19 total)

    Date Person
    01/06/10 Denise Clancey
    01/06/10 Todd Grant
    01/06/10 Jennifer J Wells
    01/06/10 Tony Holowitz
    01/06/10 Suzanne McDonald
    01/06/10 Barbara Karten
    01/06/10 Darcy J Bento
    01/06/10 Holly L
    01/06/10 Shella Fitzpatrick
    12/02/09 Greg
    12/02/09 John Hamilton
    12/02/09 Peter E. O'Neil
    12/02/09 Shella Fitzpatrick
    12/02/09 Mark O'Brien
    12/02/09 Kimberly Ochwangi
    12/02/09 Mike Giles
    12/02/09 Martin Paley
    12/02/09 Paul R. Smith, MBA, PE
    12/02/09 Rachel Levy