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Peter A. Guglietta, Jr.

Senior Tax Advisor

With 30+ years in international/U.S. tax law and insurance, Peter specializes in cross-border wealth preservation for high-net-worth global citizens.

As founder of PAG Consulting and former IPG Senior Vice President, he designed tax-compliant life insurance and legacy solutions for clients in 70+ countries. At IPG, he led initiatives integrating offshore trusts, private placement life insurance (PPLI), and U.S. products to resolve conflicts between foreign and domestic tax regimes. His team managed international tax/legal opinions, ensuring adherence to local regulations while optimizing generational wealth transfer.

His domestic expertise, refined at John Hancock and a U.S. brokerage, spans premium financing, COLI, and executive benefits. This dual proficiency enables tailored solutions for clients balancing U.S. assets with global holdings.

Peter holds a Master of Science in Taxation and MBA from Suffolk University, a Bachelor of Science in Finance from Northeastern University as well as his CLU, ChFC, and FINRA Series 6, 63, 26

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Pfleger Financial Group, Inc.

2600 S. Douglas Rd, Ste. 1010
Coral Gables, FL 33134

phone: (305) 441-1410

fax: (305) 441-1710

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Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Pfleger Financial Group, Inc. is independently owned and operated. Pfleger Financial Group, Inc. is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

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