
Peter D. Dochinez CFP®
Mr. Dochinez began his securities career in 1982 with Prudential Insurance. He formed Trustmont Financial Group in June of 1986; investment advisory services were separated in 1992 with the creation of Trustmont Advisory Group. Peter’s CERTIFIED FINANCIAL PLANNER® certification was earned in 1995. Throughout his career, Peter obtained numerous securities registrations, including the Series 6, 7, 24, 27, and 53 (FINRA) and 63 (NASAA).
For many years, Mr. Dochinez has focused his efforts on the private placement of investments in such areas as Real Estate, Oil and Gas, and early stage Corporate Funding Strategies.
Peter and his wife, Claudia, have two children and multiple grandchildren. He enjoys gardening, fishing, hunting, and golfing. His personal motto is, “Get it done. Get it done right. And get on with something else.”
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.