Peter Lynch

Peter A. Lynch is an Associate at Henssler Financial in Kennesaw, Georgia, where he is responsible for managing client accounts and providing recommendations that adhere to the firm’s disciplined investment criteria. He focuses on tailoring investment strategies to meet individual clients’ liquidity needs, emphasizing personal financial goals and long-term planning over formulaic portfolio allocations. His work primarily spans comprehensive financial planning and portfolio management for high-net-worth individuals, with expertise in equities, fixed income, and retirement account strategies.

With over 34 years of financial services experience, Peter’s career has included roles as Relationship Manager in Private Wealth Management at Fidelity Investments and as an Associate Financial Consultant at Charles Schwab & Co., Inc. In these capacities, he specialized in private client advisory, portfolio construction, and goal-oriented investment management across a broad range of asset classes, including domestic equities, mutual funds, and fixed income products.

Peter holds a Bachelor of Science in Finance from the University of Wisconsin-La Crosse and maintains Series 65 and Georgia insurance licenses. He is registered as an Investment Advisor Representative (IAR), equipping him to provide both investment and insurance solutions for clients’ diverse and complex financial objectives. His approach to wealth management is distinguished by a client-centric methodology, integrating customized portfolio recommendations with comprehensive financial planning.