Disclosures
Licensing, compensation and the details a careful person should know before booking a call.
Licensing
Compliance to confirm: California insurance license number and the states Pete is licensed in; any securities registrations and the firm they are held through; whether and when he acts as a fiduciary.
Compensation
Compliance to confirm: commissions on insurance products, fees for planning, or both. One plain sentence.
Insurance products
Insurance and annuity contracts are issued by the companies named in each contract. Guarantees are backed by the claims-paying ability of the issuer and are subject to the contract’s terms, limitations, fees and surrender charges.
Tax and legal matters
Pete does not give tax or legal advice. Tax figures on this site are for illustration. Coordinate any tax decision with your CPA or tax attorney.
The book
Crash Proof Wealth is co-written with Brett Kitchen. Confirm whether Brett Kitchen is affiliated with the practice.
Media
Radio appearances were guest segments and are not endorsements by the stations.
Last updated October 2026. Draft: Pete and his compliance contact review before publishing.