Pete Franz

Chief Investment Officer at

FSM Wealth Advisors LLC

Consumer Services

Finance

Profile

Mr. Peter R.
Franz, CFA, is a Chief Investment Officer & Head of Wealth Management at FSM Wealth Advisors LLC.
He is responsible for setting, managing, and articulating the Firm’s investment platform and approach.
He interacts with sponsor partners, monitors markets, and conducts portfolio analysis and construction – to match client allocations with their objectives.
He also works directly with families as a trusted advisor in delivering customized wealth management strategies.
He received his Bachelor of Arts in Political Science degree from Wittenberg University.
He is a Chartered Financial Analyst charterholder.

Pete Franz active positions

Companies	Position	Start
FSM Wealth Advisors LLC FSM Wealth Advisors LLC Investment ManagersFinance Journey Wealth’s primary investment strategy used on client accounts is strategic asset allocation to match the goals and objectives of the client while taking into account current macro conditions and the client’s risk tolerance. A combination of stocks, bonds, open end mutual funds, exchange traded mutual funds, options, and other investments can be utilized in attempting to carry out the client’s objectives.	Chief Investment Officer	01/01/2021

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Private companies	2
Wittenberg University Wittenberg University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
FSM Wealth Advisors LLC FSM Wealth Advisors LLC Investment ManagersFinance Journey Wealth’s primary investment strategy used on client accounts is strategic asset allocation to match the goals and objectives of the client while taking into account current macro conditions and the client’s risk tolerance. A combination of stocks, bonds, open end mutual funds, exchange traded mutual funds, options, and other investments can be utilized in attempting to carry out the client’s objectives.	Finance

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