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  • With CAPTRUST Since 2019
  • 610.954.0400
  • 60 W. Broad St. Bethlehem, PA 18018

Michael J. Peters CFP®, CPA

Michael J. Peters CFP®, CPA

  • Lehigh Valley, PA
  • The Tipping Point | National Lampoon's Christmas Vacation
  • Jesus, Albert Einstein, and Richard Branson
  • "Imagination is everything, it is the preview of life's coming attractions" - Albert Einstein
  • Honesty, integrity, and humility.

Financial Advisor

Mike is a wealth management advisor located in our Bethlehem, PA office.

Mike joined CAPTRUST from McQueen, Ball & Associates in 2019. He serves as a vice president and financial advisor responsible for providing investment advisory services, financial planning, and comprehensive wealth management services to high-net-worth individuals, families, and institutions.

Prior to joining CAPTRUST, Mike served as director of financial planning at McQueen, Ball & Associates where he was responsible for trust and estate management, tax reviews, and comprehensive financial planning. He earned a Bachelor of Science degree in accounting and finance from DeSales University. Mike is also a certified public accountant and holds the CERTIFIED FINANCIAL PLANNER™ designation.

Education

  • Bachelor of Science degree in accounting and finance from DeSales University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Public Accountant