About Retirement Navigation

I am Rob Peters, currently the owner and sole employee of Retirement Navigation, LLC. I founded the company in 2020 to make an alternative, affordable retirement advisory service available to regular people working normal jobs. You’re now on your own to make just about all the decisions that will impact your retirement. The financial services industry makes it needlessly complicated. Too many choices. Too many opinions. And so many of them are not in your best interest. As a fiduciary, I am legally bound to serve your interests first and foremost. It is surprising at how many advisors are not required to position your interests above theirs.

• MBA in Finance from the University of Wisconsin-Madison

• Chartered Retirement Planning Consultant (CRPC)

• Passed FINRA Series 65 examination

• 30+ years of work experience in the financial services industry.