About Us

Biography


Peter Manning, CPA, PFS, MST
President, Financial Planning
PHONE: (781) 860-0999
Bio

Peter is responsible for all aspects of Summit Financial Strategies, Inc., the personal financial management and income tax planning division of Summit Financial Corporation. Peter is a Personal Financial Specialist (PFS), a designation awarded to a select group of Certified Public Accountants who have passed a rigorous examination and demonstrated experience in financial planning. Peter is also a Investment Adviser Representative with Commonwealth Financial Network and his expertise spans the areas of investment strategy, life and long-term-care insurance planning, estate planning and income taxation. Peter has served as the trusted financial advisor for a select group of clients for over twenty-five years and has been with Summit for nearly fifteen years.

check the background of this investment professional

Educational and Professional Background
  • Northeastern University
    Master of Science, magna cum laude — Taxation & Financial Planning
  • Northeastern University
    Bachelor of Science, cum laude — Accounting
  • FINRA Registered Representative
    Series 7, 63

National Honor Societies: Beta Gamma Sigma & Beta Alpha Psi
Professional Organizations: American Institute of Certified Public Accountants, Massachusetts Society of Certified Public Accountants, Financial Planning Association,

Prior to joining Summit, Peter was a partner in a CPA firm in Boston, co-founder of a manufacturing enterprise, and a senior accountant for Deloitte & Touche, an international accounting firm.

Personal

Peter lives in Winchester, Massachusetts. When not in the office or on the soccer field, Peter enjoys spending time with his wife, Christin, and their two children, Peter and Nicky.