Peter Balunek, CFP®, CLU, ChFC
Vice President
Inverness Life Services, LLC
See vcard
(Inverness)
Background and Current Role
- Peter has over 15 years of experience serving as a trusted advisor to his clients which includes executives, business owners, families and professional advisors in the areas of strategic planning for estate, business and succession planning, employee benefits, executive compensation and wealth accumulation strategies.
- His life services experience was developed as a part of The Koptis Organization and New York Life Insurance Company.
- Prior to focusing on life services, he gained valuable experience in business development and marketing experience in several client focused businesses spanning a variety of industries, including information technology, consulting, construction and financial services.
Education
- John Carroll University, Bachelor of Science, Business Administration.
- Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC)
Associations and Community Involvement
- Member of Chagrin Valley Chamber of Commerce (President 2005-2007)
- Western Reserve Land Conservancy
- Cuyahoga County Bluecoats
- Geauga County Bluecoats
Personal
- Peter resides in Chagrin Falls, Ohio with his wife Molly and their two daughters.
Privacy Policy & Disclosure © Inverness Holdings Design: Five Elements
PRIVACY POLICY
At Inverness Investment Group, LLC and Inverness Securities, LLC, we recognize the importance of protecting your privacy and we have policies in place to maintain the confidentiality and security of your personal information.
The following policy is designed to help you understand what information we collect from you and how we use that information to serve your account.
CONFIDENTIALITY & SECURITY
We restrict access to nonpublic, personal information about you to those employees and agents who need to know that information to provide products and services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic, personal information.
CATEGORIES OF INFORMATION THAT INVERNESS INVESTMENT GROUP & INVERNESS SECURITIES DISCLOSES AND PARTIES TO WHOM INVERNESS DISCLOSES:
We do not disclose any non public, personal information about our customers or former customers to anyone (unaffiliated third parties) unless necessary to deliver the products and services Inverness provides to you or unless required by the government, law, court order or regulation to do so.
CATEGORIES OF INFORMATION THAT INVERNESS INVESTMENT GROUP & INVERNESS SECURITIES COLLECTS
We collect nonpublic personal information from the following sources:
- Information we receive from you on application or other forms;
- Information about your transactions with us, our affiliates, or others; and
- Information we receive from a customer-reporting agency.
If you have more than one account with Inverness, you may receive multiple notices.
One Chagrin Highlands
2000 Auburn Drive Suite 440 Beachwood, Ohio 44122
Tel: (866) 635-0388 Tel: (216) 839-5130 Fax: (216) 839-5131
Email: renner@investinverness.com
Inverness Securities, LLC Member NASD and SIPC
Inverness Investment Group, LLC is affiliated with Inverness Securities, LLC
PRIVACY POLICY INVERNESS ADVISORS
At Inverness Advisors, LLC, we recognize the importance of protecting your privacy and we have policies in place to maintain the confidentiality and security of your personal information.
The following policy is designed to help you understand what information we collect from you and how we use that information to serve your account.
CONFIDENTIALITY & SECURITY
We restrict access to nonpublic, personal information about you to those employees and agents who need to know that information to provide products and services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic, personal information
CATEGORIES OF INFORMATION THAT INVERNESS ADVISORS DISCLOSES AND PARTIES TO WHOM INVERNESS DISCLOSES:
We do not disclose any non public, personal information about our customers or former customers to anyone (unaffiliated third parties) unless necessary to deliver the products and services Inverness provides to you or unless required by the government, law, court order or regulation to do so.
CATEGORIES OF INFORMATION THAT INVERNESS ADVISORS COLLECTS
We collect nonpublic personal information from the following sources:
- Information we receive from you on application or other forms;
- Information about your transactions with us, our affiliates, or others; and
- Information we receive from a customer-reporting agency.