Advisor at Destiny Capital Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Destiny Capital Corporation
Location
Jupiter, FL
Credentials
CFP®, ChFC®, Series 66
Industry experience
8 years
Peter Bobolia is a CFP® and ChFC® with eight years of industry experience. He is currently with Destiny Capital Corporation, where he has worked since 2025. Prior to this, he held roles at Origin Financial, Family First Financial Planning, Symmetry Financial Group, JPMorgan Chase Bank and Securities, Merrill, and Northern Trust Investments. Bobolia is also an insurance agent for various carriers, dedicating approximately 10 hours per month to this activity. Destiny Capital Corporation serves individuals, high-net-worth clients, trusts, and institutions, managing about $382 million in assets across roughly 260 clients. The firm offers discretionary portfolio management and financial planning, with a specialized program for entrepreneurs that integrates business planning, exit strategies, and a diversified investment approach combining diversified asset allocation with tactical adjustments.
Based on Destiny Capital Corporation
Based on Destiny Capital Corporation
$16,000/year flat fee for Destiny for Entrepreneurs program; $2,500 to $20,000 for combined financial planning and investment management services
$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 0.95% Above $5,000,000+: 0.50%
$395/hour for stand-alone financial planning; $200–$500/hour for consulting services
Account minimum: $500,000 Minimum fee: Minimum recurring quarterly advisory fee – $2,500 for combined services
Jupiter, FL
Florida · Texas
Destiny Capital Corporation
2025 - Present (1 year)
Origin Financial
2021 - 2025 (4 years)
Family First Financial Planning
2021 - 2025 (4 years)
Symmetry Financial Group
2020 - 2021 (1 year)
JPMorgan Chase BAnk, N.A.
2018 - 2019 (1 year)
JPMorgan Securities, LLC.
2018 - 2019 (1 year)
Merrill
2018 - 2018 (1 year)
Northern Trust Investments Inc
2006 - 2017 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Juno Beach, FL
TAK Advisory
CFA®, Series 63, Series 65, Series 66
Jupiter, FL
Tegeta Capital, LLC
Series 63, Series 65
North Palm Beach, FL
Farrar Wealth Management, LLC
Series 65
Palm Beach Gardens, FL
Registered Investment Advisors, LLC
Series 63, Series 65
Jupiter, FL
Patriot Securities LLC
Series 65
Jupiter, FL
Boca Retirement Strategies Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")