About Us
FourthPoint was founded in 2005. The practice is owned by Peter Foley, a CERTIFIED FINANCIAL PLANNER® certificant. Out of the approximately 103,000 CFP® certificants in the USA, Peter is one of a relative few who also have earned the Chartered Financial Consultant and Chartered Life Underwriter credentials.
With over 38 years of financial industry experience, Peter is a former management consultant and successful technology entrepreneur. His first financial services industry position was as an award-winning agent for a major life insurer. After several years as a national sales leader focused on providing specialized disability insurance for surgeons, he founded a highly successful employee benefits and insurance brokerage/consulting practice before shifting his focus to his true passion, helping clients to grow their assets.
After earning his CERTIFIED FINANCIAL PLANNER® designation, Peter joined Advest. When that 100 year-old company was sold to Merrill Lynch, he elected to open his own Registered Investment Advisory firm. Peter has a spotless regulatory and compliance record and a passion for educating clients about fiduciary-based investing and financial planning. See Peter's resume for more information.
Peter is a graduate of Georgetown University, studied information systems at the George Washington University Graduate School of Business, and is a former President of the Georgetown Alumni Club of Boston and the Georgetown Rowing Alumni Association.
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Married, with children, Peter Foley is a native of Massachusetts, having spent many years in the Washington, DC area.
In his spare time, he is focused on family. Outdoor activity is also of interest, including 10k races, skiing, hiking, bicycling, and rowing. Peter has coached more than a 15 basketball teams and managed or officiated at many intercollegiate rowing regattas.
Peter is working on a book about his decades in the financial services industry that promises to be a fun-read.
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FourthPoint works alongside allied fiduciaary advisers, including attorneys and CPAs. All client assets under management are custodied at Fidelity Investments.
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