Posts by CougDigi1
CEFEX 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,…
Read MoreBailey Rivas Earns Accredited Investment Fiduciary (AIF®) Designation
Petersen Hastings is proud to announce that Bailey Rivas, Associate Wealth Advisor, has earned the Accredited Investment Fiduciary® (AIF®) designation from Fi360. The Fi360 organization offers training, tools, and resources to promote a culture of fiduciary responsibility and improve the decision-making process of fiduciaries. The AIF designation signifies knowledge of fiduciary responsibility and the ability…
Read MorePetersen Hastings Ranked in July’s Financial Advisor Magazine 2017 RIA Survey & Ranking
Petersen Hastings is pleased to announce that we ranked 284 in the listing of Financial Advisor’s Top RIA Ranking with $585.88 million in assets under management. Financial Advisor Magazine reports annually an exclusive list of the nation’s leading independent financial advisory firms. Petersen Hastings is the only firm in Eastern Washington to be recognized in…
Read MorePetersen Hastings Welcomes Cameron Ridgeway as Operations/Marketing Intern
On June 21, 2017, Petersen Hastings invited Cameron Ridgeway to join our team for the Summer Internship program. Cameron will provide support to and gain first-hand knowledge of the Operations and Marketing departments. The internship program spans from June through August. Lynn Ramos, Human Capital Director of Petersen Hastings said, “We have identified internship programs…
Read MorePetersen Hastings Welcomes Bailey Rivas as Associate Wealth Advisor
On June 19, 2017, Petersen Hastings announced that Bailey Rivas joined the firm as an Associate Wealth Advisor. Bailey will provide financial planning and investment management services to Petersen Hastings’ client relationships. Scott Sarber, president of Petersen Hastings said, “Bailey is an exciting addition to our growing team. He is a talent that will represent…
Read MoreCory Briggs Earns Accredited Investment Fiduciary (AIF®) Designation
Petersen Hastings is proud to announce that Cory Briggs, Associate Advisor, has earned the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360). The fi360 organization offers training, tools, and resources to promote a culture of fiduciary responsibility and improve the decision-making process of fiduciaries. The AIF designation signifies knowledge of fiduciary responsibility and the ability…
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