Peter Morin, CLTC^®, RICP^®

Partner/Financial Planner

Peter joined New York Life in 2015 and joined Third-3rd Financial Partners in 2023. He is excited to add the expertise and over 35 years of experience the team provides for the benefit of his clients.

Prior to entering the financial services field, Peter had a 20+ year successful career solving problems in the high-tech industry.

During his time with New York Life, Peter has worked to develop his craft and learned to solve more important problems. He strives every day to help his clients protect what matters most to them: their family, their businesses, and other financial assets. With a focus on protection first planning, Peter works to ensure that his clients can sleep well at night knowing their families and businesses will continue to thrive financially even in the aftermath of worst-case scenarios such as premature death, disability, or extended long term care scenarios.

Peter believes in lifelong learning. In addition to his current licenses and continuing education requirements, he has also earned the most recognized designation for Long Term Care planning (CLTC^®) as well as the Retirement Income Certified Professional (RICP^®) designation from the American College of Financial Services

Peter has been married to Sarah for 22 years and they reside in Chelmsford with their three daughters. The older two are pursuing degrees at Stonehill College and the University of Vermont while their youngest attends Chelmsford high school and plays on the varsity ice hockey and lacrosse teams. In his off time, Peter is an avid golfer, loves his Boston sports teams and supports his wife Sarah’s business ventures.