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Peter Robertson, CHFC®


Peter has been a financial planner for over 30 years. He is affiliated with Sagemark Consulting. He is a founding member and past Chairman of The Resource Group, an invitation only national association of the top 200 planners within Lincoln Financial Advisors, serving highly affluent clients. Peter specializes in Comprehensive Financial Planning, Wealth Management, Business and Estate Planning.

Peter completed his Chartered Financial Consultant’s professional designation in 1991. He holds FINRA Series 6, 7, 22, 63 registrations and Life Insurance licenses. He consistently receives Sagemark’s highest annual planning honor, “Top of the Council.”* In 2018 Peter was named Lincoln Financial Advisors Planner of the Year and Enterprise Planner of the Year. He has previously received both honors.

He completed his BA degree at California State University, Humboldt in 1979 and attended graduate courses at the University of Saint Andrews, Fife, Scotland.

Peter enjoys outdoor activities including hiking, mountain climbing, swimming, skiing and travel with family and friends. To celebrate his 60th birthday, with his son Chris, Peter climbed to 22,000 feet elevation on Argentina’s Aconcagua, the highest mountain in the western Hemisphere. In April 2020, he will trek to Everest Base Camp with his wife Diana and both of their sons, Chris and Danny. Successful summits include Tanzania’s Mt. Kilimanjaro, California’s Mt. Whitney, Mt. Wilson, Mt. Baldy, Saddleback’s Santiago Peak, San Jacinto and San Gorgonio; Washington’s Mt. St. Helens, Hawaii’s Mauna Kea and Colorado “fourteeners” Longs Peak, Mt. of the Holy Cross, Mt. Aeolus, Kit Carson Peak and Challenge Point.

Peter and Diana live in Newport Beach and have two sons. They have been active in their church, Boy Scouts, water polo and swim

*Top of the Council is an internal award to planners with the most revenues generated in a calendar year.


Scott R. Elardo, MSFS, AEP®, AIF®


Serving clients for more than 15 years using a collaborative planning driven process. Scott and his team are dedicated to helping their clients plan and manage all aspects of their finances to realize their goals and objectives. Looking for dependable advice, they turn to them for a simplified approach to solving the complex issues in their lives.

Scott completed his Master’s degree in Financial Services from The American College, Bryn Mawr, PA with an emphasis in Estate Planning and Taxation and his BA in Political Science at the University of California, Irvine with a minor in Management from UCI’s Graduate School of Management.

Scott holds the designations of Accredited Estate Planner and Accredited Investment Fiduciary and is a member of the Orange County Estate Planning Council and the National Association of Stock Plan Professionals (NASPP), which focuses on executive compensation (programs, taxation, etc).

On a personal note, Scott is private pilot (although he doesn’t fly nearly as often as he’d like to), involved in local Cub Scouts with his two sons, and enjoys outdoor hiking.


Joel Goldhirsh



View Joel Goldhirsh's profile on LinkedIn

Why did I get into the business of protecting family wealth and wellbeing? I believe that people who have worked hard all their lives need someone who will play a proactive role in their financial lives. The goal of protecting family wealth and wellbeing is not only considering the distribution of your assets but even more importantly to identify what mark you want to leave on your family, community and the world during your life time as well as when you are gone.

Family financial planning is a purposeful, on-going process that identifies personal, financial, legal and philanthropic goals. Using a value based planning approach since 1986 allows me to provide customized financial advice in the areas of wealth management, estate tax strategies, asset protection, business transfer and benefits, financial parenting and philanthropic planning. It is important for you to make well-informed decisions about your estate, investments and retirement plans so that you are provided greater financial independence, and a sense of security.

I had the good fortune to earn my Bachelor’s degree in Accounting from the University of Texas, Austin. I spent seven years with the public accounting firms of Coopers & Lybrand and Kenneth Leventhal & Co. As a CPA (though no longer practicing as such), I gained great experience analyzing financial data historically. However when I had an opportunity to work in a CFO capacity in a closely held business, I learned it was more important to plan for the future.

Providing value to owners of closely held businesses, affluent families, non-profit and professional associations is a passion of mine. Over the years I have conducted more than 150 educational workshops along with continuing education to attorneys and CPAs. Presentation topics have included:

  • Money Talks: Making It Say the Right Things
  • Legislative Changes and Its Impact on You – featuring Congressman John Campbell
  • Intelligent Financial Solutions to Safeguard and Accumulate Wealth
  • Making Retirement Assets Last a Lifetime
  • How to Get Equity Out of Your Business on a Tax Favored Basis
  • Financial Implications of Divorce

It is important to me and my family to give back to the community. We are proud to have contributed and participated in the community events that benefit breast cancer research, programs to help foster youth and to stop child abuse. I serve as a member of Orangewood Foundation Board of Directors.

On a personal note I have resided in Orange County since 1984 and have been married to Karen since 1983. We have two daughters, Rachael who graduated from the University of Arizona and Kelly who graduated from The Art Institute of San Diego. In my spare time, I enjoy photography, golf and traveling.


Chris Gorham, MBA

Registered Client Associate – Investments & Administrative Support


Chris is responsible for investment research and analysis and administrative support. Prior to joining the team, Chris worked for UBS Financial Services. Chris graduated from California State University, Long Beach with a Bachelor’s degree in Finance and a Master Degree in Business Administration. He holds his Series 7, 66 and California Life Insurance License. In his spare time, Chris enjoys playing baseball, bowling, running and trading stocks.