Pete Peterson leads Balefire’s 3(38) Corporate Investment Committee and plays a key role in new business development, executive coaching, and ongoing client service. With over two decades of experience, Pete specializes in 401(k), Defined Benefit, ESOP, and NQDC plan strategies. He serves as a liaison between corporate executives and Balefire’s Private Wealth team, helping high earners make informed, long-term financial decisions.
Pete lives in Dallas, Texas, and stays active by attending his kids’ events, playing golf, and volunteering as a youth coach and financial mentor. He’s also a lifelong soccer player and proud dog dad.