Pete Winnett

For over twenty-five years, Pete has helped families and business owners meet their financial objectives. He whole-heartedly believes that each individual has unique needs and understanding those needs is necessary in crafting and maintaining financial solutions.

CREDENTIALS

  • CERTIFIED FINANCIAL PLANNER ™
  • State University of New York at Geneseo BS in Management Science, Concentration in Finance

COMMUNITY SERVICE

  • Corning Rotary Club and Rotary International
  • Past District 7120 Permanent Fund Committee Chairperson
  • Past Director/Officer Corning Rotary Club
  • Corning Community College General Business Advisory Board

BACKGROUND

Pete is dedicated, intense and analytical. These key qualities teamed with his warm and friendly style make him a highly valued member of the Ullman team. Pete joined John G. Ullman & Associates, Inc. in 1997 and has a reputation for helping clients develop well thought out approaches to meeting their goals and objectives.

AREAS OF EXPERTISE

  • Retirement Planning
  • Establishing Financial Plans
  • Investments: Asset Allocation and Strategic Decisions
  • Tax Planning
  • Estate Planning
  • Executive Compensation Planning
Peter J. Winnett, CFP®,
Vice President