Phone: (661) 255-9555 x123
Fax: (661) 255-9055
Email: pshuper@prosperitasfin.com

Experience

Peter has more than 22 years of experience in the financial services business. He started his Wall Street career at AXA-Advisors in 1999, where he led his Woodland Hills branch as Vice President in Pension Maximization for college and K-12 educators. From there he joined Crowell, Weedon & Co., one of the leading independent money management firms on the West Coast at the time. Employing a conservative, long-term approach to investing and continuing to hone his skills in financial planning, customized retirement strategies, investment advice, securities services to stocks, bonds and mutual funds. From there, he spent over 12 years at Oppenheimer & Co., where he continued to practice and master his skills in the brokerage arena and income enhancement strategies.

Peter founded Shuper Wealth Management (SWM) in 2020 with the idea that providing fee-based, income enhancement strategies and actively managed portfolios is a healthier approach to weathering the storms that face the modern-day investor.

In 2022, Peter decided to bring this simple holistic advice and Shuper Wealth Management to Prosperitas Financial – “We’re not in the money gathering business, we’re in the money management business – so we manage our clients’ money with individually tailored portfolio management and constant communication”. No boiler plate asset allocation strategies, no investment banking, no proprietary trading and no in-house products.

Peter is a former professional soccer player and very involved in youth sports, both with his children and volunteering as assistant coach for the College of the Canyons Men’s Soccer team. He graduated from Pepperdine University and was born in Buenos Aires, Argentina. He is a quasi-native Californian, having lived here since 1969.

• Securities: – SIE, Series 3, 6, 7, 24, 31, 63, 65, 66