Placido
Pete Blanco, CFP®

Financial Planner
Investment Advisor Representative
Registered Representative
CA Insurance License #0B95883

 Welcome to my Website.

I provide an uniquely and highly personalized financial planning and money management services for individuals and businesses. By focusing on investments, retirement, business and estate planning, I help my clients feel informed and empowered to make responsible choices regarding their own financial destiny. I will become a part of your personal and professional lives, and a resource for honest, accurate financial information encouraging effective implementation of your plans.

To help you make informed decisions about your finances, I would like to offer you a COMPLIMENTARY Financial Consultation,Click here, fill out the "Contact Us" and we will be intouch.

Feel free to browse my site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.

If you have any questions, please call us at (305) 444-4149 or email me at PBlanco@miami.nef.com. I will be happy to help. I look forward to talking with you.

 

 

Pete Blanco, CFP® is licensed to sell life and health insurance in  Florida, Nevada, and California and registered to offer security products in Californis, Florida, Massachusetts, Nevada and South Carolina.

New England Financial and its representatives do not provide tax or legal advice. Please consult with your own tax or legal advisors for such guidance.

Please note that you are free to implement your financial plan at the financial institution of your choice.

We have representatives in this office licensed and registered to offer products and services in [CA, FL, MA, NV, SC]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

Will Going Green Grow Green?

About one out of every nine dollars under professional management in the United States is already invested according to socially screened criteria. There are several key questions to ask yourself when considering how this rising tide could affect your portfolio.

Averaging for Dollars

Dollar-cost averaging is a method of investing that may enable you to achieve a lower average cost per share over time.

The Most Important Blank

The most important document in an estate conservation strategy might not be a will or any other document a lawyer was paid to create, but rather your retirement account beneficiary form.

More Newsletters →