Peter Thomas Barcia

Mr. Peter T.
Barcia, CFA, is a Senior Wealth Advisor at Belpointe Asset Management LLC.
He provides comprehensive wealth management advice to his clients.
He typically focuses on retirement plans and investment and insurance portfolios that seek to reduce financial stress and taxes.
Mr. Barcia's career in the financial industry began over 30 years ago at MetLife, where he acted as a consultant to many of MetLife’s largest institutional clients, focusing on defined benefits, 401k and long term care plans.
Using a consultative approach, he helped clients address concerns relating to plan design, asset allocation, investment product selection, funding requirements, and other asset and liability management issues.
Mr. Barcia received a Bachelor of Arts in Economics from St. John’s University.
He has earned a number of professional designations including: Chartered Financial Analyst, Chartered Life Underwriter and Certified Pension Consultant.