Wealth Advisor | Shareholder @ (January 2013 - June 2020)
Intern @ (August 2012 - November 2012)
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
Asset Management
Estate Planning
Fiduciary Services
Generational Wealth Consulting
Holistic Financial Planning
Investment Management
Investments
Multigenerational Family Business Consulting
Multigenerational Wealth Management
Portfolio Management
Retirement Planning
Strategic Planning
Trust Management
Trust Services
Trusts
Wealth Management
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 Asset Management, Estate Planning, Fiduciary Services, Generational Wealth Consulting, Holistic Financial Planning and more. Matthew Petersen has 1 emails and 2 mobile phone numbers on RocketReach.
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