Peter Seelaus of Sherpa Financial, Seelaus Financial is a member of XPX Philadelphia

Peter J Seelaus

Partner

West Chester, Pennsylvania

Professional Profile

Call Me When

Call Me When... You have questions and need advise on Life insurance placement, design, premium financing, buy-sell agreements, split-dollar, key person, executive comp., retention strategies

Contact Method

Profession

  • Insurance
  • Wealth Manager
  • Professional Certifications

    CLU ChFC

    Functional Expertise

  • Employee benefits
  • Estate planning
  • Family business
  • Investments
  • Retirement
  • Risk management
  • Strategic planning
  • Tax
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Business Services
  • Energy/Utilities
  • Real Estate/Construction
  • Software/Internet
  • Client Results

    Membership

    Philadelphia Individual

    Member Since

    Member for 1 Year

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    To learn from and collaborate with fellow professionals to creating value for all of our clients