In The News
What Is a Real Estate Investment Trust (REIT)?
So, you’re curious about hopping into the real estate investing game, and you’ve heard that a real estate investment trust (REIT) is a great way to enter that space. Well, that definitely can be true! REITs are a passive landlord’s dream since they don’t require you to perform constant maintenance on a property or find…
Read MoreCameron Ridgeway Attains CERTIFIED FINANCIAL PLANNER™ Certification
Petersen Hastings Wealth Advisors is proud to announce that Wealth Advisor Cameron Ridgeway, CFP®, has successfully earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification, further enhancing the firm’s commitment to excellence in financial planning. Cameron’s accomplishment brings the total number of CFP® professionals at Petersen Hastings to eight. The CERTIFIED FINANCIAL PLANNER™ certification is a distinguished…
Read MorePetersen Hastings Wealth Advisors Welcomes Kyle Keck as Office Administrator
Petersen Hastings Wealth Advisors is pleased to announce the addition of Kyle Keck as Office Administrator. Kyle joins the firm with a strong background in accounting and a deep commitment to ethical and client-centered financial guidance. His decision to join Petersen Hastings was driven by his belief in doing the right thing and his alignment…
Read MorePetersen Hastings Wealth Advisors Welcomes Olivia Ransier as Client Service Specialist
Petersen Hastings Wealth Advisors is delighted to welcome Olivia Ransier as a Client Service Specialist. With a strong commitment to helping others, Olivia’s passion for delivering exceptional client support perfectly aligns with the firm’s mission to provide meaningful financial guidance and outstanding service. Olivia brings a wealth of experience in client relations, having previously worked…
Read MorePetersen Hastings Wealth Advisors Acquires Orren Financial Services Inc.
Petersen Hastings Wealth Advisors, a leading independently Registered Investment Advisory (RIA) firm headquartered in Kennewick, WA, announced the acquiring of Orren Financial Services Inc., a Registered Investment Advisor providing financial planning and investment management services. Orren Financial was founded by Dennis Orren in 1999 and manages approximately $32 million for individuals and families in the…
Read MoreHaley Johnson of Petersen Hastings Wealth Advisors Named New Dave Ramsey SmartVestor Pro for Central Washington
Petersen Hastings Wealth Advisors is excited to announce that Haley Johnson, CFP®, AIF®, has been selected as the new Dave Ramsey SmartVestor Pro for Central Washington, which includes Yakima, Wenatchee, and Ellensburg regions. This appointment reinforces Petersen Hastings’ dedication to helping clients pursue financial peace and security through trusted, values-driven financial guidance. With the expansion,…
Read MorePetersen Hastings Wealth Advisors Welcomes Andrew Bennett as Portfolio Analyst
Petersen Hastings Wealth Advisors is excited to announce the addition of Andrew Bennett as a Portfolio Analyst for the firm. As a Portfolio Analyst, Andrew will work with the Petersen Hastings team to perform a wide range of investment related services for new and existing clients. His focus includes executing security transactions, implementing asset allocation strategies, and…
Read MorePetersen Hastings Wealth Advisors Welcomes New Associate Wealth Advisors Nick Lindholm and Susan Larson
Petersen Hastings Wealth Advisors, a leading independently Registered Investment Advisory (RIA) firm headquartered in Kennewick, WA, is pleased to announce the addition of two new Associate Wealth Advisors, Susan Larson and Nick Lindholm. Their expertise and passion for delivering personalized financial strategies align with the firm’s commitment to providing exceptional client service and impacting lives…
Read MorePetersen Hastings Wealth Advisors Promotes Cameron Ridgeway to Wealth Advisor
Petersen Hastings Wealth Advisors proudly announces the promotion of Cameron Ridgeway to the position of Wealth Advisor for the firm. Ridgeway joined Petersen Hastings as an Associate Wealth Advisor in 2020, first interning with the firm in 2017 and then again in 2019. During his tenure, he has embodied the firm’s mission and has demonstrated…
Read MorePetersen Hastings Wealth Advisors Ranked #17 in CNBC’s List of Top 100 Financial Advisory Firms for 2024
Petersen Hastings Wealth Advisors headquartered in Kennewick, Washington is proud to announce our ranking of #17 in the 2024 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…
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