In The News
Petersen 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 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…
Read MorePetersen Hastings Named 2019 InvestmentNews’ Top 50 Best Places to Work for Financial Advisors Nationwide – Second Year Running
Petersen Hastings, a Registered Investment Advisory firm located in Kennewick, WA, announced today it has been named one of InvestmentNews’ 2019 Top 50 Best Places to Work for Financial Advisors in the nation for the second consecutive year. This program is dedicated to identifying and recognizing advisory firms across the United States that empower, encourage,…
Read MoreCory Briggs Earns the Certified Financial Planner™ (CFP®) Designation
Petersen Hastings is proud to announce that Cory Briggs of Petersen Hastings has earned the Certified Financial PlannerTM (CFP®) designation. 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,…
Read MorePetersen Hastings Announces Matthew Petersen as New Shareholder
Petersen Hastings is proud to announce that Matthew Petersen, CTFA, AIF®, Wealth Advisor and CCO, is the firm’s newest shareholder. This leadership addition will bring Petersen Hastings’ total shareholders to six. “Having a formal succession plan is so important for the continuity of exceptional client service,” said Scott Sarber, President. “Our firm continues to implement…
Read MoreCory Briggs Passes the Certified Financial Planner (CFP®) Board of Standards Examination
Petersen Hastings is proud to announce that Cory Briggs of Petersen Hastings has passed the Certified Financial Planner (CFP®) Board of Standards Examination. The 7-hour CFP® certification examination 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’s…
Read MoreGiving Strategies Offering Tax Benefits
I am constantly amazed at the generosity of our Tri-City community. There are many great nonprofit organizations that are committed to making our community a better and safer place to live. Even though our community is very generous, organizations continue to look for new donors, and for existing donors to increase their contributions, because the…
Read MorePetersen Hastings Welcomes Brandan Eckhardt as Marketing Coordinator
On June 11, Petersen Hastings was proud to announce the addition of Brandan Eckhardt as Marketing Coordinator for the firm. Brandan will provide market strategies that will assist the firm in achieving their top-of-mind brand awareness and client acquisition goals. “I am thrilled to welcome Brandan to our team,” said Lynn Ramos, Director of Human…
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