In The News
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Financial Advisor Magazine Names Petersen Hastings in 2022 RIA Survey & Ranking
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 2022 RIA Ranking. Financial Advisor Magazine, a leading financial trade publication, annually reports an exclusive list of the nation’s leading independent financial advisory firms based on their total discretionary and nondiscretionary…
Read MorePetersen Hastings Welcomes Lily McKeirnan as Associate Wealth Advisor
On July 11th, Petersen Hastings was proud to announce the addition of Lily McKeirnan as an Associate Wealth Advisor for the firm. As an Associate Wealth Advisor at Petersen Hastings, Lily is responsible for assisting the Advisory Team in managing existing client relationships and supporting their development of new client relationships. Her beliefs in the…
Read MorePetersen Hastings Welcomes Rachel Chacko as Associate Wealth Advisor
On July 1st, Petersen Hastings was proud to announce the addition of Rachel Chacko as an Associate Wealth Advisor for the firm. Rachel joins us from fellow Zero Alpha Group (ZAG) affiliated firm, Carlson Capital Management, in which she held a similar role for four years. As an Associate Wealth Advisor at Petersen Hastings, Rachel…
Read MorePetersen Hastings Welcomes Tavin Blair as Client Service Specialist
On June 13th, Petersen Hastings was proud to announce the addition of Tavin Blair as Client Service Specialist for the firm. As a Client Service Specialist, Tavin will work with other members of the client services team to facilitate the collaborative monitoring and updating of personal and corporate investment accounts, as well as maintain complex…
Read MoreJeff Petersen to Officially Retire after more than 35 Years of Service
Petersen Hastings Recertified by Centre for Fiduciary Excellence (CEFEX) for 14th Straight Year
Petersen Hastings in Kennewick and Walla Walla, Washington is honored to announce their recertification from the Centre for Fiduciary Excellence (CEFEX) for the 14th 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 MoreBrandan Eckhardt Promoted to Marketing Manager at Petersen Hastings
Financial Advisor Magazine Names Petersen Hastings in 2021 RIA Survey & Ranking
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 MorePetersen Hastings Named 2021 InvestmentNews’ Best Places to Work for Financial Advisors Nationwide – Fourth Year Running
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…
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