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Eric Alan Peterson
Vorstandsvorsitzender bei
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,
Aktive Positionen von Eric Alan Peterson
| Unternehmen | Position | Beginn |
|---|---|---|
Peterson Financial Group, Inc.
 Peterson Financial Group, Inc. Investment ManagersFinance PFG employs an individualized asset allocation method with their clients. When deciding on the asset allocation for a client, the firm takes into account the client’s risk tolerance, goals, investment objectives and other data gathered during the client meetings. | Vorstandsvorsitzender | 01.10.2008 |
Ausbildung von Eric Alan Peterson
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
21
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Drake University
 Drake University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Peterson Financial Group, Inc.
Peterson Financial Group, Inc. Investment ManagersFinance PFG employs an individualized asset allocation method with their clients. When deciding on the asset allocation for a client, the firm takes into account the client’s risk tolerance, goals, investment objectives and other data gathered during the client meetings. | Finance |
