Insurance

Insurance

Peter J. Vlahakis
President
Applied Concepts Financial & Insurance Services

Mr. Vlahakis is an experienced general agent whose advanced understanding of insurance arises from his former background as a Certified Public Accountant (CPA). As an independent general agent, he is skilled at matching the client's insurance needs against all available products in the general market while minimizing insurance costs.

	Peter has been providing financial planning, insurance and accounting advice for the past 25 years.
	Bachelor of Science Degree in Accounting from San Diego State University - 1975.
	Spent 7 years in public accounting with a CPA firm specializing in the entertainment and medical industries.
	Spent 5 years as Chief Financial Officer of a company that designed and distributed pumping equipment and systems to the oil and food industries.
	Founded in 1987, Peter is one of the original partners of CIMA Financial Group.
	Applied Concepts Financial & Insurance Services provides expertise and support in niche financial fields to assist professional advisors in advising their clients.
	California License No. 070834

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC.
Investment Advisory Services, including fee-based asset management
accounts held through NFS, LLC, are offered through 1st Global Advisors,
Inc. All other financial planning services are offered through Financial
Dynamics, LLC. Financial Dynamics, LLC and 1st Global Capital Corp. are
not affiliated. Mortgage, credit and real estate services are offered by
entities unaffiliated with 1st Global Capital Corp.

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Last modified: Feb 21, 2009.