Joel Petersen Email & Phone Number
Managing Partner and Founder @ Sound Legacy Wealth Advisors, LLC
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Joel Petersen Location
- Kirkland, WA, US
Joel Petersen Work
- 2020 -now Managing Partner and Founder @
- 2007 -2025 Advisory Board Member @ Western Washington University College of Business and Economics Advisory Board
- 2011 -2023 Past President, Member, Board of Trustees @
- 2020 -2023 Member, Board of Trustees @
- 2011 -2020 Senior Vice President, Private and Institutional Client Advisor @
- 2012 -2015 Board Member @ Robert Chinn Foundation
- 2005 -2010 Vice President, Financial Advisor @
- 2007 -2009 Former President, Board of Directors @ Gilda's Club Seattle
- 2003 -2005 Senior Account Executive @
- 2001 -2003 Senior Account Executive @
Joel Petersen Education
- University of Washington, Michael G. Foster School of Business
CFP Program (CFP Program)
2007-2008 - Western Washington University
BA (Business Administration/Finance)
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 Western Washington University College of Business and Economics Advisory Board, Bellevue Arts Museum, Cornish College of the Arts and Bank of America Private Bank. Joel Petersen holds a 2007 - 2008 CFP Program in CFP Program @ University of Washington, Michael G. 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.
Looking for a different Joel Petersen?
Find contact details for 700 million professionals.
Others Named Joel Petersen
Joel Petersen
Sr Director of Sales
South Elgin, IL, US
Joel Petersen
Distinguished Software Engineer
San Francisco, CA, US
Joel Petersen
CASA Volunteer
Cincinnati, OH, US
Joel Petersen
President
United States
Top Sound Legacy Wealth Advisors, LLC Employees
Joel Petersen
Managing Partner and Founder
Kirkland, WA, US
Christine Trostle
Partner, Senior Relationship Manager
Seattle, WA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co