Joel Petersen Email & Phone Number
Managing Partner and Founder @ Sound Legacy Wealth Advisors, LLC
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Joel Petersen Location
- Kirkland, WA, US
Joel Petersen Work
- Board Member @ (June 2025 - Present)
- Managing Partner and Founder @ (January 2020 - Present)
Joel Petersen Education
- UW Foster School of Business 2007-2008
- Western Washington University
BA
1979-1984
Joel Petersen Skills
- Business Strategy
- Executive Management
- Financial Planning
- Wealth Management
- Financial Goals
- Strategic Financial Planning
- Public Relations
- Small Business
- Analysis
- Bloomberg
- Investments
- Financial Modeling
- Mergers
- Strategy
- Mergers & Acquisitions
- Management
- Financial Services
- Estate Planning
- Investment Strategies
- CRM
- Business Development
- Retirement Planning
- High Net Worth Individuals
- Finance
- Sales
- Wealth Management Services
- Loans
- Strategic Planning
- Portfolio Management
- Wealth
- Leadership
- Start-ups
- Strategic Partnerships
- Entrepreneurship
- Customer Relationship Management (CRM)
- High Net Worth
- Start Ups
- Web Design
- Web Development
- PHP
- Strategic Financial
- Zend Framework
- Mergers and Acquisitions
Joel Petersen Summary
- Joel Petersen, based in Kirkland, WA, US, is currently a Managing Partner and Founder at Sound Legacy Wealth Advisors, LLC. Joel Petersen brings experience from previous roles at Kirkland Community Foundation. Joel Petersen holds a 2007 - 2008 UW Foster School of Business. With a robust skill set that includes Business Strategy, Executive Management, Financial Planning, Wealth Management, Financial Goals and more. Joel Petersen has 2 emails and 3 mobile phone numbers on RocketReach.
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