Shusterman Financial Team
 
Peter I.M. Shusterman lived most of his childhood overseas in such places as the Philippines, Japan and Germany. At the age of seventeen, he moved permanently to the United States to study Finance at the University of Utah. Upon graduation, he traveled to Philadelphia whereupon he obtained his Masters in Business Administration degree with emphasis in International Finance. Soon after he entered California Western School of Law at San Diego and later Western State University School of Law at San Diego to study law. He has lived in San Diego since 1983 and owns a home in Scripps Ranch in California. Other than his daughters Alexa and Chelsea, whom he absolutely adores. 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 been an independent financial advisor for over twenty-five years.
 Ericka Taylor was raised in Moreno Valley, California. After considering all her offers she decided to continue her higher education at Oakwood University in Huntsville, Alabama where she received a Bachelors degree in Finance. Upon graduation she worked for AmSouth Bank where she worked as a Branch Manager Trainee/Investment Representative and attained her Insurance license and Series 6 & 63 registrations.
Ericka later re-located to San Diego, California in 2003 where she began working for Shusterman Financial Services as Peter's right hand, Operations Manager, and Client Liaison. Her responsibilities include but are not limited to interfacing with third party money management companies, monitoring client capital needs, setting up all accounts, creating insurance qoutes or illustrations, wealth transfer transactions as well as being a licensed California Notary since 2004. In 2007 she received a Masters degree in Financial and Tax Planning from San Diego State University. She is happily married with one son she adores. She is an active member in her community & loves spending time outdoors with her family & friends.
Shari Rogers moved to Southern California as a child and graduated from highschool in the Los Angeles area. Shortly there after she re-located to San Diego and can truely say "I am a local". She is currently living in Escondido, California where she has resided since 1977. Shari began working for Shusterman Financial Services in May of 2000. She handles the responsibilities of the front desk and is also an Executive Assistant/Secretary to Peter I.M. Shusterman. Her past work experience includes Corporate Law and Personal Estate Planning. She is married to her husband Leonard and they have five children and four grandchildren. Her hobbies are reading (belongs to a book club that meets once a month), walking, and traveling.
Ingrid Poulin grew up in the Midwest but for the past 30 years has been a Southern California native. She moved to San Diego in 1998 to complete her education at San Diego State University where she graduated in 2002 with a Bachelors degree in Biology. She previous worked as a sous chef and legal secretary. Her degree in Business Administration was put to use when she incorporated and managed retail and wholesale companies in the gift industry. Ingrid joined Shusterman Financial Services in May of 2008. Her valuable knowledge in customer service has proven to be beneficial in her main role as the client relations specialist to ensure we maintain a superior level of client satisfaction and communication. She was an active volunteer in her four children’s school and extracurricular activities. But now that they are grown, she spends more time pursuing her passion of ballroom dancing, hiking, reading and watching Manchester United soccer games. 2010 Office Photo 
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