Peter Sorrell is a Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant. As the founder and CEO of Sorrell Financial, Peter has built Sorrell Financial's team of professionals, instilling them with his commitment to personalized client care and service. Sorrell Financial has been providing successful business owners, professionals, senior executives, their families and businesses with comprehensive financial planning arrangements for over 30 years. Peter's primary areas of expertise are business transition arrangements, corporate organization, estate and retirement planning, and insurance. Peter is a member of the Conference of Advanced Life Underwriters (CALU) and Advocis.