Posts by Brandan Eckhardt
Petersen Hastings Recertified by Centre for Fiduciary Excellence (CEFEX) for 13th Straight Year
Petersen Hastings in Kennewick and Walla Walla, Washington is honored to announce our recertification from the Centre for Fiduciary Excellence (CEFEX) for the 13th straight year. This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment as it signifies conformity to a recognized global standard…
Read MoreWealth Advisor, John Keyes, Earns the CERTIFIED FINANCIAL PLANNER™ Certification
Petersen Hastings is proud to announce that John Keyes of Petersen Hastings has earned the CERTIFIED FINANCIAL PLANNER™ certification. This brings the firm’s total CFP® professionals to seven. “Obtaining the CFP® certification is a significant achievement in the financial industry because it requires the comprehension of a very large body of knowledge in financial planning, and…
Read MoreCameron Ridgeway Passes Uniform Investment Adviser Law Exam
Petersen Hastings is pleased to announce that Cameron Ridgeway has successfully passed the Uniform Investment Adviser Law Exam, as administered by the Financial Industry Regulatory Authority (FINRA). Accordingly, Cameron now becomes a Registered Investment Advisor Representative and will continue in the capacity of Associate Wealth Advisor for the firm. “The Series 65 Exam is a…
Read MoreVideo: Community Giving: 2020 Highlight Video
Wealth Advisor, John Keyes, Passes the CERTIFIED FINANCIAL PLANNER™ Exam
Petersen Hastings is proud to announce that John Keyes of Petersen Hastings has passed the CERTIFIED FINANCIAL PLANNER™ exam. The 7-hour CFP® exam is designed to assess your ability to integrate and apply a broad base of financial planning knowledge in the context of real-life financial planning situations. “There is a reason the CERTIFIED FINANCIAL PLANNER™ certification is…
Read MoreFinancial Advisor Magazine Names Petersen Hastings in 2020 RIA Survey & Ranking
Petersen Hastings is pleased to announce that it is once again included in the listing of Financial Advisor Magazine’s Top RIA Ranking with $769 million assets under management at the end of 2019. Financial Advisor Magazine annually reports an exclusive list of the nation’s leading independent financial advisory firms based on their total discretionary and…
Read MoreInfographic: Investing Through the Ages
Petersen Hastings Welcomes Cameron Ridgeway as Associate Wealth Advisor
On July 1st, Petersen Hastings was proud to announce the addition of Cameron Ridgeway as Associate Wealth Advisor for the firm. Cameron will be part of a team assisting Lead Advisors in serving our clients’ planning and investment needs through a fiduciary standard of service. “Our entire team is very excited to welcome Cameron to…
Read MorePetersen Hastings Named 2020 InvestmentNews’ Best Places to Work for Financial Advisors Nationwide – Third Year Running
Petersen Hastings, a Registered Investment Advisory firm located in Kennewick, WA, announced today it has been named one of InvestmentNews’ 2020 Best Places to Work for Financial Advisors in the nation for the third consecutive year. This program is dedicated to identifying and recognizing advisory firms across the United States that empower, encourage, and inspire…
Read MorePetersen Hastings Announces Donna Yakawich & Diane Gaines as Newest Shareholders
Petersen Hastings is proud to announce that Donna Yakawich, CPA, AIF®, Wealth Advisor and Diane Gaines, Manager of Operations, are the firm’s newest shareholders. This leadership addition will bring Petersen Hastings’ total shareholders to eight. “Having a formal succession plan is so important for the continuity of exceptional client service,” said Scott Sarber, President. “Our…
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