Peter Bartolini

Current

Certified Mortgage Planner at Valley Private Mortgage Group

Past

Director of Operations at Family Matters
Certified Mortgage Planner at Spectrum Financial Group
Finance at J.D. Byrider/CNAC Finance

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Education

Eastern University
Radnor High School
St. Joseph's Preparatory

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Recommended

7 people have recommended Peter

Connections

167 connections

Industry

Financial Services

Websites

Peter Bartolini’s Summary

I am a Certified Mortgage Planning Specialist® and partner in the Freedom Point Mortgage Team at Valley Private Mortgage Group - a loan production office of Valley Bank.

My team is currently looking for clients and referral-oriented business partners who value mortgage planning advice in addition to an amazingly smooth loan production process.

A good referral for me is a person who believes that applying for a mortgage is a significant financial event that should start with a discussion of goals, objectives, and strategy before discussing programs and rates.

Peter Bartolini’s Specialties:

Budget Coaching
Core Four Planning
Financial Foundation Planning
Mortgage Planning
Quadrant Model Business Coaching
VCP Contact Management Process

Peter Bartolini’s Experience

Certified Mortgage Planner

Valley Private Mortgage Group

(Privately Held; 51-200 employees; Banking industry)

November 2004 — Present (4 years 9 months)

As Certified Mortgage Planners, we bring a unique approach to mortgage lending by providing every client with a strategic equity management review. Why? We believe that your home's equity position should provide you with three critical things: safety, liquidity, and a reasonable rate of return.

Your home's value may be the greatest individual investment in your portfolio. With that knowledge, we believe your mortgage must be managed with regular review and professional consultation in harmony with advice from your Certified Financial Planner and Certified Public Accountant.
Director of Operations

Family Matters

(Non-Profit Organization Management industry)

April 2006 — December 2007 (1 year 9 months)

Family Matters exists to educate, encourage and equip families for every age and stage of life. The transformational message that when you sow the seeds of grace you reap a harvest of greatness has brought healing and hope to families all across our continent. I was their COO until it was clear that they needed someone better suited for project management. I am now a member of their board and their speaker team.
Certified Mortgage Planner

Spectrum Financial Group

(Privately Held; 51-200 employees; Financial Services industry)

November 2001 — October 2004 (3 years)
Finance

J.D. Byrider/CNAC Finance

(Financial Services industry)

June 1995 — November 2001 (6 years 6 months)

Peter Bartolini’s Education

Eastern University

BA , English , 1989 — 1992
Radnor High School

1986 — 1988
St. Joseph's Preparatory

1984 — 1986

Activities and Societies:

Crew Team, R5 Paoli local & the 2 bus