Heritage Financial Consultants is proud to announce that Pete Sharpe has joined the firm, bringing over 41 years of experience in the financial services industry. Pete officially became part of the Heritage team on December 1, 2024.

Pete has built a distinguished career through his work with Lincoln Financial Advisors (now Osaic Wealth), Signator Investors (acquired by Royal Alliance, now also under the Osaic umbrella), and John Hancock. His extensive expertise in financial planning, investment strategies, and insurance solutions makes him a valuable addition to Heritage Financial Consultants.

As a highly credentialed professional, Pete holds the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Chartered Retirement Planning Counselor (CRPC®) designations. He also maintains Series 6, 7, 63, and 65 securities registrations, as well as life and health insurance licenses, equipping him with the knowledge and regulatory qualifications to provide comprehensive financial guidance to clients.

Pete earned a Bachelor of Business Administration from the University of Lynchburg. Outside of his professional achievements, he enjoys entertaining and boating at his home at Smith Mountain Lake with his wife, Curtina, and their two standard poodles.

Pete’s addition to the team reinforces Heritage’s commitment to providing exceptional financial guidance and expertise. We look forward to the positive impact he will bring to our firm.