Joshua Peterson, CFP®

Financial Advisor at Wells Fargo Advisors, LLC

Location
Phoenix, Arizona Area
Industry
Financial Services
Current
  1. Wells Fargo Advisors
Previous
  1. Scudder Investments
Education
  1. Boston University
406connections

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Background

Summary

Providing wealth management and investment planning needs for high networth individuals. Clientele include retirees, professionals, small business owners and non-profit organizations. Work closely with clients to design, implement, and monitor their investment plans. This information is intended for use only by residents of, AL, AZ, AR, CA, CO, FL, GA, HI, IA, IL, KS, MD, MI, MO, NC, ND, NE, NY, OH, OK, OR, PA, TN, TX, UT, VA, VT, WA, WY. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.

Experience

Financial Advisor

Wells Fargo Advisors
– Present (10 years 1 month)

Regional Sales Representative

Scudder Investments
(4 years 4 months)

Regional Sales Representative for Wirehouses, Regional, and Bank firms in Colorado, Utah, New Mexico, Wyoming, and Montana. Responsible for providing sales in mutual funds, retirements plans, and annuities in the Scudder Investments and Deutsche Bank line of products.

Skills

  • Mutual Funds
  • Investments
  • Retirement
  • Small Business
  • Retirement Planning
  • 401k Rollovers
  • Financial Advisory
  • Fixed Income Strategies
  • Wealth Preservation...
  • Fixed Annuities
  • Investment Advisory
  • Asset Allocation

Education

University of Arizona

Bachelor of Arts, Economics

Activities and Societies: Member of the Financial Management Association, Phi Gamma Delta

Additional Info

  1. Interests

    • Cycling,
    • Fly Fishing,
    • Hiking,
    • Mountain Biking,
    • and spending time with my wife and kids.
  2. Personal Details

  3. Advice for Contacting Joshua

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