Dochinez | Certified Financial Planner | PWR Planners PA

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 PlannerTM designation was earned in 1995, and he obtained a Direct Participation Professional (DPP) designation in 2012. Throughout his career, Peter has qualified for numerous securities licenses, including Series 6, 7, 24, 27, and 53 with FINRA, and 63 with 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 been married over 38 years and have two children and three 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.”