Petersen Hastings Wealth Advisors Earns Renowned Certification for Fiduciary Excellence for the 18th Straight Year
After undergoing a thorough and independent assessment of investment management processes, investment strategy implementation, and other fiduciary practices, Petersen Hastings Wealth Advisors is honored to announce the formal renewal of its Centre for Fiduciary Excellence (CEFEX®) certification from Broadridge. Petersen Hastings Wealth Advisors remains part of the elite group of advisors from around the world to successfully complete the independent certification process.
Part of the rigorous evidence-based assessment included successfully demonstrating adherence to documented and legally substantiated best practice fiduciary standards. The annually renewed certification signifies an ongoing commitment to providing consistent objective advice that’s in a client’s best interest – both at the institutional and individual levels.
“Earning the CEFEX certification for the 18th straight reaffirms our commitment to prioritizing our clients’ best interests,” said Diane Gaines, Chief Operations Officer/Chief Compliance Officer of Petersen Hastings Wealth Advisors. “This recognition highlights our pursuit of fiduciary excellence and the trust we strive to build with each client.”
Petersen Hastings Wealth Advisors plans to continue leveraging the resources offered through the CEFEX program to promote our commitment to excellence, while delivering best-in-class financial solutions tailored to meet the unique needs of our clients.
About Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors is a fee-only, Registered Investment Advisory (RIA) firm headquarted in Kennewick, Washington, serving clients throughout Eastern Washington and beyond. The firm manages over $1.5 billion in client assets. With a deeply staffed team of more than 30 professionals, Petersen Hastings provides financially established individuals with clear and personalized visions of their unique financial futures. The result is a more meaningful wealth management experience built on strong connections between the firm, advisor, and client.
This approach is guided by the firm’s proprietary client discovery process, a commitment to always acting in the best interests of clients, and a culture of shared success built through collaboration and trust.
To learn more or to book a complimentary exploration session with Petersen Hastings Wealth Advisors, visitwww.PetersenHastings.com. For media inquiries, contact Brandan Eckhardt, Marketing Manager, at brandane@petersenhastings.com.