Pete Freddoso
DIRECTOR, WEALTH MANAGEMENT
CFP®
As a Director of Wealth Management at Choreo's Mishawaka, Indiana office, Pete is committed to being a faithful steward of his clients' wealth, helping high-net-worth individuals and business owners navigate complex financial decisions with confidence. He specializes in business transaction planning, retirement and estate planning, and implementing sound financial plans and tax-efficient investment strategies.
Taking a holistic approach, Pete works closely with his clients to understand what matters most to them, crafting comprehensive financial plans that align with their goals. His mission as a trusted advisor is to remove the financial stress and uncertainty that often comes with managing personal and business finances, retirement, and estate planning - allowing clients to focus on what they value most.
Before joining Choreo, Pete was an Associate Advisor at RSM US LLP. Prior to that, he worked at Fidelity Investments as a Relationship Manager.
Beyond his professional work, Peter and his wife are co-founders of St. Thomas More Academy in South Bend. They have five children and enjoy spending time together as a family. In his free time, Pete enjoys reading good literature, listening to history podcasts, and following Notre Dame football and basketball.
PROFESSIONAL AFFILIATIONS & DESIGNATIONS
- CFP®
- Elkhart County Estate Planning Council
- Michiana Estate Planning Council
EDUCATION
- Master of Theological Studies, University of Notre Dame
- B.A., Philosophy (graduated cum laude), University of Notre Dame
