Peter Zonino

Pete Zonino is a 1979 graduate of Ohio Wesleyan University. He started his professional career with Sun Life of Canada as a group representative and then joined Creative Financial Group in 1985. In 1989, he became a Sales Manager, winning Sales Manager of the Year in 1996. In 1997, Pete was named Co-Managing Partner of Masters Financial, which merged with CFG in 2004.

 

Mr. Zonino’s areas of expertise include wealth preservation, business succession and executive benefit strategies. “As the financial environment becomes more complex, business owners and accomplished professionals need a higher level of expertise in order to understand the nature of today’s marketplace. My goal is to act as an advocate and trusted advisor to my clients.”

 

Pete has won numerous industry awards but he is most proud of his three children, Caroline, Pete and Robbie. He resides in Paoli, PA where he remains active in youth lacrosse. Pete is also a member of the Wissahickon Skating Club and an active member of Merion Golf Club.