Posts by Brandan Eckhardt
Petersen Hastings Announces Matthew Petersen as New Shareholder
Petersen Hastings is proud to announce that Matthew Petersen, CTFA, AIF®, Wealth Advisor and CCO, is the firm’s newest shareholder. This leadership addition will bring Petersen Hastings’ total shareholders to six. “Having a formal succession plan is so important for the continuity of exceptional client service,” said Scott Sarber, President. “Our firm continues to implement…
Read MoreBudgeting 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…
Read MoreCEFEX Honors 12 Certified Firms for Their Decade of Adherence to a Defined Standard of Practice
Petersen Hastings, Registered Investment Advisor, located in Kennewick, WA, announced today it has been named one of the 12 certified firms honored by CEFEX for a decade of adherence to a defined standard of practice.
Read MorePetersen Hastings Named 2018 InvestmentNews Top 50 Best Places to Work for Financial Advisors NationWide
Petersen Hastings, Registered Investment Advisor, located in Kennewick, WA, announced today it has been named one of InvesmentNews’ 2018 Top 50 Best Places to Work for Financial Advisors in the nation. This program is dedicated to identifying and recognizing advisory firms that empower, encourage, and inspire employees to provide their clients with the best possible…
Read MoreJosh Chittenden Announced as Petersen Hastings Shareholder
Petersen Hastings is thrilled to announce that Josh Chittenden CFP®, AIF®, Wealth Advisor, is the firm’s newest shareholder. This leadership addition will bring Petersen Hastings’ total shareholders to five. Josh has over 11 years of experience with Petersen Hastings. He exemplifies the vision and values of the firm, and it is apparent through his passion,…
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