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Mission: To assist individuals, families and small business owners develop and implement an effective plan to ensure the current and future protection for themselves and those who depend on them. We seek a true understanding of the goals of those we serve and work diligently to develop, communicate, implement, and monitor a successful plan to reach those goals.
Cohesive Financial & Insurance Solutions was formed by Peter J. Buechler CFP®, CLU, ChFC. Pete was born and raised in Orange County, California where he obtained his Business Management degree from California State University at Fullerton.
Pete has been fortunate to serve thousands of clients and fellow advisors by offering consultation on development and implementation of plans utilizing a wide range of insurance and investment products. After having worked in the insurance industry at both the Wholesale and Home Office levels, Pete decided to take his knowledge and expertise direct to consumers. Several personal experiences stoked Pete’s passion to provide truly client focused service on a personal basis to families and small business owners.
As a Certified Financial Planner™, Pete has further committed himself to a higher level of Ethics, Experience and Ongoing Education to better serve his clients. In addition to his industry designations as a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) Pete continues to support the betterment of the Insurance Industry in his association with the National Association of Insurance and Financial Advisors (www.NAIFA.org). Pete has served as Local President for NAIFA-Orange County and more recently as the NAIFA California Young Advisors Chairperson. Pete has spent much time helping members with education, mentoring and lobbying for legislation to benefit the insurance industry and the clients we serve.
When not working Pete enjoys spending time with his large family and friends enjoying the many outdoor activities afforded those of us fortunate enough to live in Southern California.
