Eric Alan Peterson
Directeur Général chez Peterson Financial Group, Inc.
Profil
Mr. Eric A.
Peterson is a Founder at Peterson Financial Group, Inc. As founder of Peterson Financial Group, he has dedicated more than 21 years of his life to educating and assisting retirees and pre-retirees of central Iowa on how to plan for and protect their financial future.
An advocate for comprehensive financial and retirement planning, he ensures all components of a client’s financial affairs work in collaboration, producing the best possible outcome.
He specializes in identifying potential loopholes of financial, accounting and estate plans, and detects where unnecessary money is “falling through the cracks.”
He received his MBA from Drake University.
He is a Registered Financial Consultant,
Postes actifs de Eric Alan Peterson
Sociétés | Poste | Début |
---|---|---|
Peterson Financial Group, Inc.
Peterson Financial Group, Inc. Investment ManagersFinance Peterson Financial Group, Inc. (PFG) is an independent SEC-registered investment advisor headquartered in West Des Moines, Iowa. The firm was founded by Eric A. Peterson in 2008. PFG offers investment advisory services to individuals and high net worth individuals. | Directeur Général | 01/10/2008 |
Formation de Eric Alan Peterson
Drake University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
---|---|
Peterson Financial Group, Inc.
Peterson Financial Group, Inc. Investment ManagersFinance Peterson Financial Group, Inc. (PFG) is an independent SEC-registered investment advisor headquartered in West Des Moines, Iowa. The firm was founded by Eric A. Peterson in 2008. PFG offers investment advisory services to individuals and high net worth individuals. | Finance |