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

Peter J Seelaus

Partner

Sherpa Financial, Seelaus Financial

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

    Make XPX Part of Your Business Plans

    Attend an event
    Join a chapter
    Start a chapter
    Find an advisor

    Explore

    Learn

    Account

    Connect

    Help & Support

    © 2022 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

    Twitter Youtube Linkedin Envelope

    © 2022 XPX Global LLC. All Rights Reserved.