Verbica, Peter

Peter Coe Verbica



Santa Clara University School of Law, JD

Massachusetts Institute of Technology, MS

Santa Clara University, BA

Licenses and Certificates

Series 63

Series 7

FINRA CRD # 1225961

NMLS 940195

State of California, Department of Insurance, License OH94484 

State of California, Department of Real Estate, Broker 01191489

College of Financial Planning, Certified Retirement Planning Counselor(sm), CRPC®

Certified Financial Planner(tm), CFP®


Peter Coe Verbica grew up on a commercial cattle ranch in Northern California where he learned the value of a strong work ethic.  He works for the Wealth Management Group of a major investment bank.  He is an unabashed advocate of cowboy culture and enjoys creative writing, hiking, and tennis.  He is married with four daughters.


  • Co-inventor: United States Patent 20070044732
  • Co-inventor: United States Patent 20070183604

Publications (selection)

  • MIT Master's Thesis: "The securitization of real estate : the current and potential role of REITs"
  • Silicon Valley Business Journal, "Fund of funds' lets investors jump into the deep VC pool" 
  • Left at the Gate and Other Poems
  • Hard-Won Cowboy Wisdom (Not Necessarily in Order of Importance)
  • A Key to the Grove and Other Poems