Brian Peterson (CFP®, MBA)
Brian Peterson focuses in the
following client markets or areas of practice:
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Endurance Financial Group is an independent Registered Investment Advisor based in St. Paul, Minnesota, that specializes in offering financial planning services to blended families.Additional Information
Helping Blended Families Create a Unifying Vision and a Big-Picture Financial Plan to Make it HappenNAPFA Start Date
August 25, 2023