Peter R. Mako, CFP®

Peter joined Crestwood Advisors in May of 2025 and serves as a Wealth Planner.

Peter began his career in 2018, where he discovered his passion for financial planning. He enjoys guiding clients toward achieving their goals and supporting them and their families. He values consistent communication and always strives to provide thoughtful insight to ensure his clients align their finances with their goals and core values.

Peter is a CERTIFIED FINANCIAL PLANNER® practitioner with experience in retirement/cash flow planning, investment and risk management, asset protection, and next generation investor education.

Peter has a degree in Business Administration from Baruch College and a Certificate in Financial Planning from New York University.

Peter resides in Stamford, CT and is originally from Westchester, NY. He is very interested in health and fitness, music, and sports. When Peter is not in the office, you can usually find him kayaking, at a ball game, or spending time with his family.

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