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PGP Wealth Services Employee Directory

Financial ServicesCalifornia, United States0-1 Employees

PGP Wealth Services, LLC operates in the financial services sector as a fee-only firm offering comprehensive financial planning and private wealth management. Based in Burbank, California, the company emphasizes a mission to protect, grow, and preserve clients’ wealth through retirement, tax, insurance, and estate planning services tailored for high-net-worth individuals in Southern California. 

Since its founding in 2004 by Troy Peterson, the firm has built a reputation for professional excellence in addressing sophisticated financial needs within its specialty area, positioning itself as a dedicated advisor focused on comprehensive wealth management rather than products or commissions. The organization serves a niche client base seeking independent, fee-based guidance across the full spectrum of planning considerations for wealth preservation and estate planning.

Find PGP Wealth Services employees' phone numbers or email addresses

PGP Wealth Services Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

PGP Wealth Services's Leadership

  • Stylized image of a person
    T. R. P.
    Partner
    Mobile Phone

PGP Wealth Services Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Other

Contact profiles from PGP Wealth Services

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    T. R. P.
    Partner
    Mobile Phone
    UNITED STATES
    Jun 08, 2026

Frequently Asked Questions

What is PGP Wealth Services known for?

Minus sign iconPlus sign iconPGP Wealth Services was founded in 2009 operates in the Financial Services industry. Explore PGP Wealth Services's company overview page for more information.

What is PGP Wealth Services's most common email format?

Minus sign iconPlus sign iconPGP Wealth Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PGP Wealth Services email formats with LeadIQ.

How many employees does PGP Wealth Services have currently?

Minus sign iconPlus sign iconPGP Wealth Services has approximately 1 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are PGP Wealth Services's key employees and leadership?

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As of August 2026, PGP Wealth Services's key employees include:

  • Partner: T. R. P.

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