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Doug Peterson, CFPĀ®

Senior Manager, Financial Planning

Doug is the Senior Manager of Financial Planning at Adams Wealth Advisors and has been with the firm since 2020. He oversees the planning processes, facilitates collaboration across departments, and provides comprehensive planning techniques for AWA clients.

He spent several years with Fidelity investments as a High Net Worth associate and later transitioned into a Retirement specialist role, helping small business owners and self-employed individuals establish and manage their business retirement plans. He has worked at other financial firms across the Wasatch front and brings additional perspective and experience from across the financial industry.

Doug and his wife have a son and a daughter. They enjoy spending time the great outdoors (fishing, camping, hunting), watching sports, and gardening.

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