Posts by Brandan Eckhardt
Financial 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 More[Infographic] Investing Through the Ages
It’s important to invest wisely throughout your life and career, as it helps to set the foundation for a stronger financial future. However, as you age and change, so should your investing habits. Here are some best practices for investing in the different stages of your life.
Read MorePetersen 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…
Read MorePetersen Hastings Recertified by Centre for Fiduciary Excellence (CEFEX) for 12th Straight Year
Petersen Hastings in Kennewick, Washington is honored to announce our recertification from the Centre for Fiduciary Excellence (CEFEX) for the 12th 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 of fiduciary excellence. …
Read MorePetersen Hastings Welcomes Josh Beck as Financial Controller
On September 25th, Petersen Hastings was proud to announce the addition of Josh Beck as Financial Controller for the firm. In this role, Josh is primarily responsible for developing and monitoring the firm’s financial strategy, budgeting, and forecasting to ensure robust financial performance for the firm moving into the future. “Josh brings an exciting amount…
Read MorePetersen Hastings Welcomes Haley Helland as Associate Wealth Advisor
On August 20th, Petersen Hastings was proud to announce the addition of Haley Helland as Associate Wealth Advisor for the firm. Haley 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 Haley to…
Read MoreWhat is a Trust and How Does it Work?
A trust is created with a formal legal document to manage assets for beneficiaries. The trust is created by a person called the Settlor or Grantor, and a Trustee is appointed to follow and enforce the rules of the trust while managing its assets for the benefit of the beneficiaries. Revocable Trust A revocable trust is…
Read MoreFinancial Advisor Magazine Names Petersen Hastings in 2019 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 $670 million assets under management at the end of 2018. Financial Advisor Magazine annually reports an exclusive list of the nation’s leading independent financial advisory firms based on their total discretionary and…
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