Peter F. Cardoza

Peter F. Cardoza

Peter F. Cardoza, CFP®

Founder

Peter Cardoza has been in the financial services industry for more than 20 years. He is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary®, and a member of the Financial Planning Association. He holds a Long-Term Care Certification, as well as FINRA Series 7, 24, and 65 securities registrations as an investment adviser representative of Commonwealth Financial Network®. Peter also maintains insurance licenses. He is a graduate of Cornell University with a degree in economics.

Peter partnered with Clarke, Snow & Riley, LLP, to create CSR Financial Services, LLC, which provides a truly independent and comprehensive approach to financial planning. Since 1999, our clients have looked to us for direction. We are passionate about helping our clients achieve their unique financial goals, such as planning for a child’s education while staying on track for retirement, helping seniors manage their retirement income and address their long-term care concerns, and assisting business owners with the implementation of pension and succession plans for their business.

Peter and his wife, Liz, live in the town of Grafton, Massachusetts, where they raised two daughters, Kate and Erin. For many years, Peter has been a youth travel softball coach for the very successful Diamonds program and has won three USA Softball MA State Championships with the program. Peter is also the varsity softball coach at Blackstone Valley Technical High School. In addition, Peter is very active in the Grafton community as a member of St. Philips Church and the Grafton Lions.