Broker Check
Peter Robertson, CHFC®

Peter Robertson, CHFC®

Peter has been a financial planner for over 30 years. He is affiliated with Sagemark Consulting. He is a founding member and past Chairman of The Resource Group, an invitation only national association of the top 200 planners within Lincoln Financial Advisors, serving highly affluent clients. Peter specializes in Comprehensive Financial Planning, Wealth Management, Business and Estate Planning.

Peter completed his Chartered Financial Consultant’s professional designation in 1991. He holds FINRA Series 6, 7, 22, 63 registrations and Life Insurance licenses. He consistently receives Sagemark’s highest annual planning honor, “Top of the Council.”* In 2018 Peter was named Lincoln Financial Advisors Planner of the Year and Enterprise Planner of the Year. He has previously received both honors.

He completed his BA degree at California State University, Humboldt in 1979 and attended graduate courses at the University of Saint Andrews, Fife, Scotland.

Peter enjoys outdoor activities including hiking, mountain climbing, swimming, skiing and travel with family and friends. To celebrate his 60th birthday, with his son Chris, Peter climbed to 22,000 feet elevation on Argentina’s Aconcagua, the highest mountain in the western Hemisphere. In April 2020, he will trek to Everest Base Camp with his wife Diana and both of their sons, Chris and Danny. Successful summits include Tanzania’s Mt. Kilimanjaro, California’s Mt. Whitney, Mt. Wilson, Mt. Baldy, Saddleback’s Santiago Peak, San Jacinto and San Gorgonio; Washington’s Mt. St. Helens, Hawaii’s Mauna Kea and Colorado “fourteeners” Longs Peak, Mt. of the Holy Cross, Mt. Aeolus, Kit Carson Peak and Challenge Point.

Peter and Diana live in Newport Beach and have two sons. They have been active in their church, Boy Scouts, water polo and swim

*Top of the Council is an internal award to planners with the most revenues generated in a calendar year.