Peter G. Dao, CFP®, Vice President

 

 

 

 

 

 

 

 

 

Peter G. Dao, CFP® is a Vice President in our Stamford office.  Peter will be responsible for helping the branch recruit, retain, develop and new associates.  

With over 19 years of industry experience, Peter has helped high net worth individuals and small business owners with retirement, estate and succession planning. He has worked for global financial companies that include HSBC, Oppenheimer Funds and Upromise Investments, Inc. where his responsibilities included increasing management roles in business and product development, managing institutional sales and 529 College Savings Plans with about $2.2 billion AUM, working with 529 state program administrators, human resource and payroll professionals, as well as community and trade association event organizers to promote college savings across the country.

Peter is the architect of 529Works.com, Upromise's 529 national payroll deduction platform and the first of its kind in the 529 College Savings industry. In addition, Peter has conducted seminars/presentations on financial literacy and other topics of investments and financial planning.

His community involvement includes serving as Chairman of the Chinese Language School of Fairfield County, past facilitator and Design Team Member for the Parent Leadership Training Institute (PLTI) in Connecticut, former treasurer of the Hunts Point Lions Club in The Bronx, and former Board Member of Immigrations Social Services (ISS) in Lower Manhattan.

Peter received a B.A. from Amherst College and a joint Masters in Public Affairs and Urban Regional Planning from Princeton University.  Peter and his family live in Stamford, CT.

Peter can be reached at the following number or via email:

Work:                                                    203-326-7359

Fax:                                                      203-326-7399

Email:                                                   peter.dao@axa-advisors.com

 

We are always looking for high quality people.  If you know of someone who may be a fit for AXA's team, please let me know!