Contact Info

  • +1 (435) 752-1702
  • adamsteam@adams-wealth.com

Connect with me

DOUG PETERSON, CFP®

FINANCIAL PLANNING SPECIALIST

Doug works 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 and his wife, Arolyn, have a little boy, Barrett, who is one and a half years old. He enjoys the great outdoors (fishing, camping, hunting), watching football and basketball, and is a USU Aggie fan.

CERTIFICATIONS

  • CERTIFIED FINANCIAL PLANNER™

EDUCATION

  • Bachelors degree in Accounting from Utah State University