Brian Peterson, CFP®, CIMA®
Brian Peterson, CFP®, CIMA®
Founder
Brian entered the financial services industry in 1984, shortly after graduating from St. Cloud State University in Minnesota with a Bachelor of Science degree in Finance and Economics. In 1991, he began to offer integrated financial and retirement planning. To bring his clients the best possible financial planning services, Brian became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1993. Early in his career Brian taught adult education classes on Retirement Planning in his local community.
In 2008, Brian earned the Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consultants Association through the University of Pennsylvania’s Wharton School of Business. Brian enjoys golfing, cycling, and yoga. He and his wife, Teresa, enjoy going to concerts and supporting the Tampa Bay Lightning. They live in Tarpon Springs with their two dogs Buddy and Murphy.
What Can I Do For You?
*Certified Financial Planner Boards of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Tom Peterson, CFP®
Tom Peterson, CFP®
Financial Advisor
Tom grew up in the Tampa Bay area before attending the University of Central Florida, where he graduated with a bachelor of science degree in Finance. He took an interest in financial planning and investments while in college, and made a long term goal of joining his father's practice after getting a few years of industry experience. After graduation he began his career at Franklin Templeton Investments as a Mutual Fund Consultant in St. Petersburg Florida. The role exposed him to the asset management and financial advice industries where he worked directly with advisors from all of the major brokerage firms to help them understand the company's products.
In 2016 the time was right for Tom to join his father at Peterson Wealth Management. Tom brings a new perspective and continuity to the business. He understands the needs of the next generation and how to use technology to enhance their experience with the firm. He became a CERTIFIED FINANCIAL PLANNER™ professional in 2018 and holds the Series 7 & 66 Securities Licenses.
Tom currently lives in Palm Harbor. He enjoys golfing and traveling with his wife, who also works at Raymond James in the corporate headquarters. They live in Palm Harbor with their baby boy Chance, and golden retreiver Tiger.
What Can I Do For You?
*Certified Financial Planner Boards of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
