Shusterman Wealth Team

Peter I.M. Shusterman
Founder/Wealth Manager

Peter spent his childhood living in the Philippines, Japan and Germany. He received his Bachelor's degree in Finance from the University of Utah before getting his MBA in International Finance from Temple University. Then, he studied law at California Western School of Law and Western State University in San Diego. He started Shusterman Financial Services in San Diego in 1985. It was renamed Shusterman Wealth Management in 2017. Peter's passion is to help his clients accumulate, manage and preserve their family wealth. He specializes in investment portfolio design and optimization, retirement planning and advanced estate planning.

Peter has two daughters, Alexa and Chelsea, whom he treasures. In his leisure time, he enjoys golf, skiing, softball, history and travel. He is proud to be a founding member of the Academy of Preferred Financial Advisors. He is also an active member of the Scripps Ranch Old Pros, the San Diego Explorers Club and is a Board Member for the Grossmont Hospital Foundation.

Daniela Robles
Operations Manager

Daniela grew-up in a small town just south of Fort Worth, Texas. After high school, she enlisted in the US Navy where she completed two deployments on the USS John C. Stennis. As a logistics manager, Daniela developed numerous skills and learned self-discipline while becoming a proactive and strategic thinker. During her time in the military, she became interested in business and administration. After serving for four years, she moved to San Diego to get a Bachelor's degree in Business Management from Phoenix University. Daniela joined Shusterman Wealth in 2018. 

Daniela's military experience ignited her love of travel and experiencing different cultures. She enjoys road trips and learning about history. She likes to spend her weekends exploring southern California's various hiking trails and paddle boarding