Christopher Peterson (CFP®)
Planning Specialties
- Business owners
- Retirement plan services
- Young professionals with families
- Ongoing financial planning
- Ongoing investment management
- Tax planning and coordination with CPA
- Estate planning and coordination with attorney
Additional Information
Being a financial planner, I enjoy working with great people who appreciate the true value of my services. I want you to be confident that my only incentive is to do what is in your best interest. I adhere at all times to the highest fiduciary standard of care and strive to earn your trust through transparent processes and honest communication. My fee-only compensation model means there are no commissions, kickbacks or incentives to use one product over another. My clients value this transparent, unbiased approach and I value their continued loyalty.
Visit PetersonWealthAdvisory.com to see how our customized approach might be right for you.
RIA Established in 2008
NAPFA Start Date
July 24, 2020
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