Posts by Brandan Eckhardt
Budgeting Tips for the New Year
Cory Briggs Passes the Certified Financial Planner (CFP®) Board of Standards Examination
Petersen Hastings is proud to announce that Cory Briggs of Petersen Hastings has passed the Certified Financial Planner (CFP®) Board of Standards Examination. The 7-hour CFP® certification examination 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’s…
Read More‘Tis the Season to Give AND Reduce Taxes!
Giving Strategies Offering Tax Benefits
I am constantly amazed at the generosity of our Tri-City community. There are many great nonprofit organizations that are committed to making our community a better and safer place to live. Even though our community is very generous, organizations continue to look for new donors, and for existing donors to increase their contributions, because the…
Read MorePetersen Hastings Welcomes Brandan Eckhardt as Marketing Coordinator
On June 11, Petersen Hastings was proud to announce the addition of Brandan Eckhardt as Marketing Coordinator for the firm. Brandan will provide market strategies that will assist the firm in achieving their top-of-mind brand awareness and client acquisition goals. “I am thrilled to welcome Brandan to our team,” said Lynn Ramos, Director of Human…
Read MorePetersen Hastings Named to 2018 Financial Times 300 Top Registered Investment Advisers
Petersen Hastings is pleased to announce it has been named to the 2018 edition of the Financial Times (FT) 300 Top Registered Investment Advisers (RIA). The list recognizes top independent RIA firms from across the United States. Petersen Hastings is one of eight RIA firms recognized from the State of Washington, and the only RIA located in Eastern…
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