Petersen Hastings Welcomes Joshua Eslinger as Portfolio Analyst

Joshua Eslinger headshot graphic welcoming him to the team

On September 20th, Petersen Hastings was proud to announce the addition of Joshua Eslinger as a Portfolio Analyst for the firm. In this role, he is responsible for working with the Petersen Hastings team to perform a wide range of investment related services for new and existing clients. These duties include executing equity and fixed…

Read More

Financial Advisor Magazine Names Petersen Hastings in 2021 RIA Survey & Ranking

FA Mag Award 2021

Petersen Hastings, a nationally recognized, fee-only wealth management firm, is pleased to announce that it is once again included in the listing of Financial Advisor (FA) Magazine’s 2021 RIA Ranking. Financial Advisor Magazine annually reports an exclusive list of the nation’s leading independent financial advisory firms based on their total discretionary and nondiscretionary assets reported…

Read More

Petersen Hastings Named 2021 InvestmentNews’ Best Places to Work for Financial Advisors Nationwide – Fourth Year Running

InvestmentNews Best Places to Work Award 2021 Multi Year Logo

Petersen Hastings, a Registered Investment Advisory firm located in Kennewick and Walla Walla, Washington announced today it has been named one of InvestmentNews’ 2021 Best Places to Work for Financial Advisors in the nation. This program is dedicated to identifying and recognizing advisory firms across the United States that empower, encourage, and inspire employees to…

Read More

Scott Sarber, CFP®, AIF® Elected Board Chairman of Zero Alpha Group

Scott Sarber ZAG Board Chair Elect Graphic

Zero Alpha Group (ZAG), a national network of wealth management firms that apply exemplary financial thinking and practices to serve clients in a fiduciary capacity, announced earlier the election of Petersen Hastings CEO, Scott Sarber, CFP®, AIF® as Chairman of its Board of Directors. Sarber was elected for the two-year term by ZAG board members at a December…

Read More

Petersen Hastings Recertified by Centre for Fiduciary Excellence (CEFEX) for 13th Straight Year

CEFEX Mark

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 More

Wealth Advisor, John Keyes, Earns the CERTIFIED FINANCIAL PLANNER™ Certification

John Keyes CFP Certification Graphic

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 More

Cameron Ridgeway Passes Uniform Investment Adviser Law Exam

Graphic of Cameron Ridgway

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 More

Wealth Advisor, John Keyes, Passes the CERTIFIED FINANCIAL PLANNER™ Exam

John Keyes Passes CFP Exam Graphic

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 More