Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

An active financial consultant as well as founder of Liberty Advisory Group, Peter Laliberte has spent his entire career--more than 25 years--in financial services. Peter has served in the public and private sector as a chief financial officer in the past, including the American Red Cross where is still an active volunteer, but he has been a self-employed entrepreneur since 1996. Peter draws on all of his professional as well as personal experiences to help his company’s clients.  “I have spent the last 10 years of my life focusing solely on income planning for retirees and pre-retirees. The world changed after 9/11, and again after the recession of 2008. I focus on financial security and safety for my clients, because none of us can afford to lose any money ever again,” says Peter. “I watched what happened to my parents who didn’t have a plan in place, and that’s why I am in this business—to make sure it never happens to anyone else.” Peter holds a master’s degree in business and education from Cambridge College, but in his opinion, he never stops learning. “We are always trying to get better at what we do. For instance, I am part of a mentoring group, acting as both mentor and mentee, where we meet often, sharing ideas and concepts with the goal of continually learning to be better at what we do. That is where The Bucket Plan® was developed”.  Peter is an independent licensed Securities Advisor and insurance agent, and is one of the few people in Florida who holds the designation Certified Bucket Plan® Specialist. “The Bucket Plan®” is a trademarked and registered income planning strategy. Most importantly to him, Peter has been married to the love of his life Tonie since 1995. Peter and Tonie, who is also a financial consultant, have three children: Spencer, Kurtis, and Blake. The family has lived in Ponte Vedra Beach for 21 years and they are all active members of Christ Episcopal Church. They enjoy many beach activities and deep sea fishing together. Peter says, “Our shared mission is to make a positive difference in the lives of everyone we meet. We operate under the 5 “F’s” rule: Family, Faith, Finance, Fitness, and Fun. If you have your 5 “F’s” in order you’ve got it made!”