👤 Personal Information
Full Namejohn peterson
GenderMale
Locationanchorage, alaska (united states)
Birth Year—
💼 Professional Details
Job Titlewealth management advisor, senior vice president - wealth management
Industryfinancial services
Experience25 years
SummaryAs part of the Merrill Lynch team for since 1995, I offer clients strategic direction in the areas of retirement planning and investment management. Along with a BS from the United States Air Force Academy and an MBA from Chapman University, I am a CERTIFIED FINANCIAL PLANNER TM professional, a designation determined by the Certified Financial Planner Board of Standards, Inc. I focus on utilizing active listening skills and a wealth of experience so that each client may capitalize on a personalized strategy designed toward their financial goals. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
🛠 Skills
No skills listed.