Peter Yerger came to Northeast Planning Associates in 2024 after serving the financial planning profession for nearly twenty years at companies including Vanguard, where he was a client-facing specialist handling complex retirement account issues, and Wealthcare, where he designed and monitored plans for their affiliated advisors in the United States and Canada.

With a background in education, Peter is dedicated to making complex financial concepts clear and approachable for families, working in partnership with clients to design strategies that fit their lives and goals. He has long championed financial literacy and greater access to financial planning for all Americans. In his client-facing work, he specializes in fee-only planning.

Peter has a deep commitment to advancing the financial planning profession and the public’s trust in financial planning. Since 2017, he has volunteered with the CFP Board of Standards in various capacities, including a four year tenure as a councilmember on CFP Board’s Council on Examinations where he served as a subject matter expert and helped design and revise the CFP national examination. He ended his tenure there as the 2025 chair and now volunteers with the Disciplinary and Ethics Commission as a hearing panel volunteer.

Outside of work, Peter is an avid distance runner who has completed races at both the marathon and 50k distances. He currently resides in Bellefonte, Pennsylvania.

*Peter Yerger is a Senior Paraplanner with LPL Financial.  He.provides Financial Planning serivces through Northeast Planning Associates, Inc.