Pete's Story

Pete Udeshi is a Private Wealth Advisor with a career spanning both the insurance and wealth management industries. He earned a B.S. in Economics from Bombay University and later attended the MBA program at Texas Christian University in Fort Worth. His background includes time with Guardian Life Insurance Company and Mass Mutual. Today, Pete specializes in helping clients reduce their tax burden through the strategic use of qualified retirement plans and cash balance plans, bringing a sophisticated, tax-conscious lens to retirement and wealth planning.

Pete has built his practice on trust, longevity, and technical depth. Many of his clients have worked with him for years, a reflection of the loyalty he has earned through consistent, personalized guidance. He holds a constructive, long-term perspective on the markets and brings that steady outlook to every client relationship.

Pete and his wife, Padma, have been married for 50 years. They have two children, Preeti and Ameesh. Preeti and her husband are avid travelers who have visited more than 70 countries and enjoy birdwatching together. Outside the office, Pete enjoys music, reading, and following cricket, football, and soccer.