Pete Liao

With over two decades of experience in the financial industry, Pete Liao is a seasoned Wealth Management Advisor and Fee-Based Planner in the Russo Network Office in New York, NY. After spending 12 years in Corporate Fixed Income Capital Markets with Merrill Lynch and Bank of America, Pete joined Northwestern Mutual in 2009. Since then, he has been committed to helping visionary individuals, families, and businesses achieve financial security and live their best lives.

Pete holds several prestigious credentials, including CERTIFIED FINANCIAL PLANNER™ Certification, Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®), and Certified in Long-Term Care (CLTC®). His areas of expertise include tax management, investment advisory, portfolio management, long-term care planning, and risk management. Pete is passionate about delivering excellence and value to his clients, building enduring relationships, and providing expert guidance tailored to each client's unique goals.

Throughout his career, Pete has consistently demonstrated his commitment to excellence. He has achieved Million Dollar Round Table (MDRT) membership every year since 2012, is an 8-time Lives Leader Summit Qualifier, and a 2-time FORUM Qualifier. Pete also holds securities licenses S7, S63, and S65, and is an active member of FINSECA, advocating for financial security and retirement planning.

A New Jersey resident, Pete values spending quality time with his wife, Julie, and daughter, Emma. Whether traveling, relaxing on the beach, exercising, playing guitar, or watching football, Pete enjoys life to the fullest, often surrounded by family and friends. He holds a Bachelor’s Degree in Business Administration with a Minor in Exercise/Sports Sciences from the University of Florida, further reflecting his dedication to both professional and personal growth.