Peter Bacchiocchi VP of Operations, Financial Consultant - G9 Consulting Advisory Firm in MA

Peter Bacchiocchi

Vice President of Operations, Financial Consultant

Peter@G9Financial.com

508-865-9599 x105

Background:

Peter joined G9 Financial in 2017, bringing with him over 30 years of experience in the financial services profession, including roles at Allstate Financial Services, MetLife Financial Group, Baystate Financial, and the Patriot Financial Group. Peter’s knowledge, compassion, and dedication make him the perfect addition to the G9 team. He holds FINRA Series 6 and 63 licenses

Specialties:

Special Needs Planning
In addition to his expertise with operational processes and efficiency, his true passion is helping families with a special need dependent address their planning concerns.

Degree:

University of Massachusetts, Amherst – Human Development and Elementary Education 1976
Worcester State College – Master’s in Human Services Management 1983

Associations:

CIR Diversity, Equality & Inclusion Committee
Worcester Pride

Boards:

Worcester Pride – President 2014 to 2020
The Bridge of Central MA, Director: 2014 – 2019
Open Sky Community Services, Director: 2019 – present
Safe Homes Advisory Committee: 2007 – present

Family:

3 children: Kristy, Anna & Colin
3 Grandchildren: Micah, Lizzy & Bella

Check the background of investment professionals on FINRA’s BrokerCheck.

G9 Financial

7 South Main Street, Millbury, Massachusetts 01527 | 9 E Central Street #6, Franklin, Massachusetts 02038
Phone: 508-865-9599 | Email

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Daniel Girard, Michael Crotty and Elisa Chan offer advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and G9 Financial are not affiliated.
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G9 Financial