The Newest Addition To The Financial Planning Team
We are excited to introduce you to the newest member of our Financial Planning team, Douglas Peterson. Doug received a B.S. in Accounting from Utah State, and is also a Certified Financial Planner®.
He will work with multiple teams across the firm, throughout the entire financial planning process. This includes from initial client contact, to developing the financial plan and then consistent follow ups. He specializes in retirement planning, retirement accounts, and developing retirement income and distribution strategies.
Doug started in the industry with Fidelity investments as a High Net Worth client service associate in their brokerage platform. From there he transitioned into a Retirement specialist role, helping small business owners and self-employed individuals establish and manage their business retirement plans. He also has comprehensive training expertise on individual retirement accounts.
After that, Doug worked for a firm along the Wasatch front developing financial plans for clients and preparing for financial reviews. Additionally, he was responsible for creating investment models and allocations for all client accounts.
Although he was born and raised in Helena, MT, Doug has many connections to Cache Valley. He enjoys the great outdoors (fishing, camping, hunting), watching football and basketball, spending time with his family, and is a USU Aggie fan.
Doug would love to connect through LinkedIn: https://www.linkedin.com/in/douglas-peterson-cfp%C2%AE-4117315a/.
Or visit his profile for direct contact information:
Doug’s impressive resume, and specialty in retirement planning makes him a great asset for our clients, and Certified Financial Planner® team at Adams Wealth. We are thrilled to have him and his family join us here in Cache Valley!
Adams Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.