Pete P. Sereno, CRPC™

Pete Sereno works with key employees and executives affiliated with the corporations supported by OpenArc Corporate Advisory, as well as their families and close connections. He assists with equity compensation strategy and execution, concentrated stock positions, and goals-based wealth management. By taking the time to understand each family’s current situation, needs, and aspirations, Pete and his team tailor and implement a financial strategy and wealth management plan that reflects a deep understanding of their goals.

Pete brings over 20 years of experience in consumer finance and holds the Chartered Retirement Planning Counselor TM designation. He earned a BS in Finance from the University of Central Florida. His previous roles as a consumer lending manager, private banker, and community bank vice president enable him to take a comprehensive approach when advising clients.

Pete has been happily married to his wife for 23 years, and they live in suburban Atlanta with their six daughters. In his spare time, Pete enjoys participating in his family’s scholastic and extracurricular activities. He also likes yard work (yes, he enjoys mowing the lawn!), watching sports, fishing, and both coaching and playing soccer.