Matthew Petersen Email & Phone Number
Director of Advisor Services @ Petersen Hastings
5 free lookup(s).
Matthew Petersen Location
- Kennewick, WA, US
Matthew Petersen Work
- 2026 -now Director of Advisor Services @
- 2020 -now Senior Wealth Advisor | Shareholder @
- 2013 -2020 Wealth Advisor | Shareholder @
- 2012 -2012 Intern @
Matthew Petersen Education
- University of Oregon
Bachelor of Arts (B.A.) (English Language and Literature/Letters)
2007-2009 - University of Idaho 2005-2007
Matthew Petersen Skills
- Estate Planning
- Portfolio Management
- Investments
- Asset Management
- Trust Management
- Trusts
- Multigenerational Family Business Consulting
- Strategic Planning
- Fiduciary Services
- Holistic Financial Planning
- Multigenerational Wealth Management
- Retirement Planning
- Wealth Management
- Generational Wealth Consulting
- Investment Management
- Trust Services
Matthew Petersen Summary
- Matthew Petersen, based in Kennewick, WA, US, is currently a Director of Advisor Services at Petersen Hastings Wealth Advisors. Matthew Petersen brings experience from previous roles at Petersen Hastings Wealth Advisors and Savant Capital Management. Matthew Petersen holds a 2007 - 2009 Bachelor of Arts (B.A.) in English Language and Literature/Letters @ University of Oregon. With a robust skill set that includes Estate Planning, Portfolio Management, Investments, Asset Management, Trust Management and more. Matthew Petersen has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Petersen Hastings Employees
Brandan Eckhardt
Marketing Manager
Kennewick, WA, US
Linda Russell
Office Administrator
Kennewick, WA, US
Joshua Chittenden
Senior Wealth Advisor
Kennewick, WA, US
Matthew Neff
Partner
Kennewick, WA, US
Blaine Carr
Senior Wealth Advisor, Shareholder
Kennewick, WA, US
Diane Gaines
Chief Operations Officer | Chief Compliance Officer
Kennewick, WA, US
Roger Hastings
CFP
Richland, WA, US
Ben Tanke
Retirement Plans Advisor
Kennewick, WA, US
Cory Briggs
Senior Wealth Advisor
Kennewick, WA, US
John Keyes
Wealth Advisor
Kennewick, WA, US
Donna Yakawich
Senior Wealth Advisor
Kennewick, WA, US
Rachel Chacko
Wealth Advisor
Walla Walla, WA, US
Lily McKeirnan
Associate Wealth Advisor
Richland, WA, US
Tanner Henson
Portfolio Analyst
Kennewick, WA, US
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