Pete Franz

Chief Investment Officer at FSM Wealth Advisors LLC

Finance

Consumer Services

Profile

Mr. Peter R.
Franz, CFA, is a Chief Investment Officer & Partner at FSM Wealth Advisors LLC.
He is responsible for setting, managing and articulating the firm’s investment platform and approach.
He interacts with sponsor partners, monitors markets, and conducts portfolio analysis and construction to match client allocations with their objectives.
He received his undergraduate degree from Wittenberg University.

Pete Franz active positions

Companies	Position	Start
FSM Wealth Advisors LLC FSM Wealth Advisors LLC Investment ManagersFinance FSM Wealth Advisors LLC, dba Journey Wealth Management (Journey Wealth), is an independent registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by David A. Lightner in 2018. Journey Wealth provides investment advice and financial planning services to individuals (including Trusts and Estates), and High-Net Worth Individuals.	Chief Investment Officer	2020-12-31

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Training of Pete Franz

Wittenberg University

Undergraduate Degree

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Linked companies

Private companies	1
FSM Wealth Advisors LLC FSM Wealth Advisors LLC Investment ManagersFinance FSM Wealth Advisors LLC, dba Journey Wealth Management (Journey Wealth), is an independent registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by David A. Lightner in 2018. Journey Wealth provides investment advice and financial planning services to individuals (including Trusts and Estates), and High-Net Worth Individuals.	Finance