In The News
Petersen Hastings Wealth Advisors Earns Renowned Certification for Fiduciary Excellence for the 18th Straight Year
After undergoing a thorough and independent assessment of investment management processes, investment strategy implementation, and other fiduciary practices, Petersen Hastings Wealth Advisors is honored to announce the formal renewal of its Centre for Fiduciary Excellence (CEFEX®) certification from Broadridge. Petersen Hastings Wealth Advisors remains part of the elite group of advisors from around the world to…
Read MoreYour 2026 Roadmap to Long-Term Investing
Watching the financial headlines lately might feel like a loop of uncertainty. Market ups and downs, shifting economic trends, inflation discussions, political headlines that impact markets, and new technologies shaping where dollars flow. Even in times like this, there has never been a better moment to get serious about investing. Whether you are just starting…
Read MorePetersen Hastings Wealth Advisors Welcomes Tiffany Wilson as an Executive Administrative Assistant
Petersen Hastings Wealth Advisors is pleased to announce the addition of Tiffany Wilson to the team. Tiffany joined the firm in January 2026, bringing a strong administrative background and a people-first approach rooted in compassion and fairness. After spending six years supporting Hanford contractors, Tiffany was drawn to Petersen Hastings for the opportunity to work…
Read MorePetersen Hastings Wealth Advisors Nationally Named a Best Registered Investment Advisor (RIA) to Work For
Petersen Hastings Wealth Advisors, a leading independently Registered Investment Advisory (RIA) firm headquartered in Kennewick, WA, was recently named as one of the 2025 Best RIAs to Work for, ranking #23 out of 60 national firms. Financial Planning has partnered with Best Companies Group to identify companies that have excelled in creating quality workplaces for employees. This survey…
Read MoreHow Will the One Big Beautiful Bill Affect Your Taxes?
Back in 2017, Congress delivered a massive tax overhaul for Americans, cutting tax rates, doubling the standard deduction, capping certain deductions, and simplifying the tax code for millions of families. But they slapped an expiration date on most of those changes—and those changes were finally set to expire at the end of 2025 . .…
Read MorePetersen Hastings Wealth Advisors Welcomes New Client Service Specialists: Elly Loera and Sarah House
Petersen Hastings Wealth Advisors is pleased to announce the addition of two new Client Service Specialists, Elly Loera and Sarah House, to the firm’s growing Client Services team. Both Elly and Sarah bring strong client-focused experience and a shared passion for helping others achieve their financial goals. Elly joined the firm in October 2025, drawn to the…
Read MorePetersen Hastings Wealth Advisors Welcomes Sarah Read as an Associate Wealth Advisor
Petersen Hastings Wealth Advisors is pleased to announce the addition of Sarah Read as an Associate Wealth Advisor. With more than a decade of experience building meaningful relationships through philanthropy, Sarah brings a passion for helping others achieve financial clarity and confidence. Drawn to Petersen Hastings for its strong reputation for integrity, client-centered service, and collaborative culture, Sarah…
Read MoreThe Financial Literacy Crisis in America: 2025 Report
Introduction High school education plays such an important role in preparing today’s students for their future careers. While there’s been consistent focus on and funding for traditional subjects like math and science, there’s been a consistent lack of focus on personal finance education in the classroom. The Financial Literacy Crisis in America 2025 report focuses…
Read MorePetersen Hastings Wealth Advisors Ranked #38 in CNBC’s List of Top 100 Financial Advisory Firms for 2025
Petersen Hastings Wealth Advisors headquartered in Kennewick, Washington is proud to announce our ranking of #38 in the 2025 CNBC Financial Advisor Top 100 list. In assembling this elite list, CNBC analyzes a variety of core data points to determine its list, such as the following: the firm’s number of years in business, compliance record, number of…
Read MoreThe One Big Beautiful Bill: What Does It Mean for You?
On July 4, 2025, President Donald Trump signed the One Big Beautiful Bill Act (OBBBA) into law. The legislation’s path through Congress was marked by extensive debate and political theater, and the White House signing ceremony carried its own share of spectacle, including a B-2 stealth bomber flyover in honor of Independence Day. Now that…
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