Back to team | Peter Tourville
Peter Tourville

Peter Tourville AIF® Partner

Professional

  • CA Insurance License #0C18218
  • Investment Advisor Representative of Great Valley Advisor Group, a registered investment advisor.
  • Founding Partner of Next Level Planning & Wealth Management

Next Level Speciality

  • Development and Implementation of all Wealth Management portfolio strategies
  • Wealth Management portfolio client contact
  • RetireU Presenter

Personal

  • Peter and his wife Cori reside in Oconomowoc, Wisconsin

Education

  • Bachelors of Business Administration in Finance at the University of Wisconsin, Whitewater
  • AIF®

Education Resources

Hundred dollar bills Investing
Hundred dollar bills Pre Retiree
Hundred dollar bills Retired

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