Peter Weitz – CRPC®, CSNA, MBA
Peter Weitz, is a Chartered Retirement Planning Counselor (c) and a Senior Vice President and equity partner of Fusion Analytics Investment Partners. He joined the industry over ten years ago after spending 13 years in real estate development in Washington, DC. After several years working for a large retail wire house, he became uncomfortable with the inherent conflicts of interest at major brokerage institutions and joined Fusion Analytics in 2009, overseeing their South East Region. A dual graduate of George Washington University, Peter holds both an undergraduate degree in business and a Master’s Degree in Finance. His primary areas of practice include corporate 401(K) and defined benefit plans assisting plan sponsors with their investment, fiduciary, employee education and compliance responsibilities, as well as individual retirement planning and wealth retention. Peter has hosted a nationally syndicated radio show has published several articles and spoken on numerous panels regarding ERISA regulations as they pertain to defined contribution and benefit plans and has been recognized as a top performer nationally in the 401(K) market place by several 401(K) plan providers. In the fall of 2016 he will publish his first book on 401(K) planning and regulations.
In his limited free time, he serves as a board member of Impact Broward, a local 501(c) (3) non-profit that focuses on at-risk children, struggling Veterans, and in need adults. He has also been affiliated with Caddy For A Cure, a Florida based 501(c) (3) that is the only outside charity to have an affiliation with the PGA Tour and whose goal is to provide for fallen soldiers and a rare bone marrow disease called Fanconi Anemia. He also a passionate golfer, a foody, a dog lover and a wino. He currently resides in Fort Lauderdale, Florida.
Don Burgess, CFA
Don Burgess’ investment analytical credentials were built upon a foundation of an extensive C-Suite corporate career, primarily with Fortune 500 companies. His corporate position experiences include Chief Marketing Officer, Chief Financial Officer, Vice President of Sales and Marketing, Group Director of Marketing and division President. Before joining Fusion in 2013, he provided portfolio management and investment consulting services for ten years.
Don has a Master’s degree in Finance from Wayne State University. He is a Chartered Financial Analyst and member of the CFA Society of South Florida. He resides in Parkland, Florida with his wife Toni.