Tom Peterson, CFP®
Tom Peterson, CFP®
Lead advisor
Tom is the lead advisor at Peterson Wealth Management, serving as the main point of contact for clients and overseeing the full financial planning process. He works with families on every aspect of retirement—income strategies, healthcare and Social Security decisions, tax planning, investments, and legacy planning—addressing any issue that could impact their success.
After starting his career at Franklin Templeton Investments, Tom joined his father at Peterson Wealth Management in 2016. From day one, he worked exclusively with retirees and pre-retirees, gaining early expertise in the complex financial decisions faced in the later stages of retirement.
Tom helped expand the firm into a fully integrated planning team, complementing Brian’s portfolio management with coordinated client service. He holds a Finance degree from the University of Central Florida and earned his CERTIFIED FINANCIAL PLANNER® designation in 2018.
Tom lives in Palm Harbor with his wife, Paige, their son Chance, daughter Gemma, and golden retriever, Tiger. He enjoys golf, travel, and the lively pace of life with two young kids.
*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.
Brian Peterson, CFP®, CIMA®
Brian Peterson, CFP®, CIMA®
Founder
Brian founded Peterson Wealth Management to help families navigate retirement with purpose and peace of mind. While Tom leads the client-facing side of the practice, Brian serves as the firm’s portfolio strategist — responsible for investment research, design, and execution.
He holds degrees in Finance and Economics from St. Cloud State University in Minnesota. With four decades in the financial industry, Brian became a CFP® professional in 1993 and later earned the CIMA® designation through the Wharton School at the University of Pennsylvania.
Brian ensures each client portfolio reflects the firm’s disciplined, tax-aware, evidence-based investment philosophy — tailored to their long-term goals and cash flow needs. He brings a deep respect for market history and a steady hand in volatile times.
He lives in Tarpon Springs with his golden retriever, Maggie, and enjoys cycling, yoga, live music, and cheering on the Tampa Bay Lightning.
*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.
