Introducing Pete Calvo –
Retirement Plan Consulting

Pete Calvo has a passion for helping people. As a retirement plan specialist, he takes pride in being a go-to for business leaders who want to build a plan they can be proud of. For nearly two decades, owners, HR staff, and employees have looked to Pete to help them reach their goals.

Pete’s expertise spans:

• Investment analysis and retirement income planning.
• Employee guidance and education.
• Tax savings and plan design optimization.

Pete started his career at M&T Bank as an investment specialist and went on to Fidelity Investments, where he worked with individuals and groups as a financial consultant, developing goals-based financial plans.

He came to Fisher\SMB because he felt businesses and employees could do better than the status quo. Pete brings accountability to every move he makes and leans into opportunities to engage with business owners and employees. With Pete on your team, you can feel confident you have an ally who’s eager to help you get lasting value from your plan.

My grandfather used to say that the best time to plant a tree was ten years ago, but the next best time is today. Long-term goals can seem overwhelming or lower priority, but it’s doing the right things over time that ensures success.