Peter Curtis, CFP®

Peter (Pete) is a Wealth Advisor for the Beacon Pointe Dallas office, and is responsible for advising and providing customized wealth management solutions for clients. Prior to joining Beacon Pointe, Pete worked in a similar capacity at an independent wealth advisory firm headquartered in Pittsburgh, Pennsylvania, managing roughly $7 billion in client assets under management for family offices, foundations, and other institutional-grade investors. He earned his B.A. from Harvard in 2013, and a master’s degree in Public and International Affairs from the University of Pittsburgh in 2020. He and his wife live in Dallas with their Goldendoodle and Siberian cat.