Peter Watson CPA*, CFP^®, RICP^®, TPCP™

Pete joined the family practice in 2017 that had served families for over 30 years since 1986. 

Pete started his career in audit and mergers and acquisitions due diligence team at a Big Four accounting firm. He graduated with honors and a double degree in Psychology and Accounting at the University of Houston. Additionally, he continued his education by obtaining a Master’s in Accountancy at the University of Houston and he is a Certified Public Accountant (CPA) in the State of Texas.

Pete has a strong passion for learning and continually explores new strategies and ideas to support his clients. Pete holds his FINRA Series 7 & 66 securities registrations. Since he has become a financial advisor, Pete completed the capstone course at Texas A&M University and is a CERTIFIED FINANCIAL PLANNER® professional, earned the Retirement Income Certified Professional^® (RICP^®) designation through the American College of Financial Services and his Tax Planning Certified Professional (TPCP™) . 

In his spare time Pete volunteers with local organizations, is a member of the Rotary and enjoys spending time with family and friends.