Posts Tagged ‘Announcements’
Petersen Hastings Wealth Advisors Earns Renowned Certification for Fiduciary Excellence for the 17th Straight Year
Petersen Hastings is honored to announce that we have achieved the prestigious CEFEX® (Centre for Fiduciary Excellence) certification for the 17th consecutive year. This global certification continues to highlight our firm’s unwavering dedication to upholding the highest standards of fiduciary excellence, transparency, and professionalism in the financial services industry. The CEFEX certification is a formal…
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 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 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…
Read MorePetersen Hastings Wealth Advisors Welcomes Tanner Henson as Portfolio Analyst
Petersen Hastings Wealth Advisors is excited to announce the addition of Tanner Henson as a Portfolio Analyst for the firm. As a Portfolio Analyst, Tanner will work with the Petersen Hastings team to perform a wide range of investment related services for new and existing clients. Tanner’s duties will primarily include executing security transactions, reviewing and…
Read MorePetersen Hastings Wealth Advisors Recognized in Financial Advisor Magazine’s Top Registered Investment Advisory (RIA) Firms of 2024 List
Petersen Hastings Wealth Advisors is thrilled to announce that we have been recognized on Financial Advisor Magazine’s Top Registered Investment Advisory (RIA) Firms list for the sixth consecutive year. This consistent recognition highlights our steadfast commitment to fiduciary excellence and our dedication to providing our clients with a personalized experience through our unique proprietary discovery process. To…
Read MorePetersen Hastings Wealth Advisors Welcomes Sean O’Keefe as Retirement Plans Advisor
Petersen Hastings Wealth Advisors is excited to announce the addition of Sean O’Keefe as a Retirement Plans Advisor, expanding our firm’s physical footprint into the Spokane, WA and Sandpoint and Coeur d’Alene, ID markets. As a Retirement Plans Advisor, Sean will work with businesses and their employees to help them achieve their financial goals, while also…
Read MorePetersen Hastings Wealth Advisors Welcomes Mathew Legard as Associate Wealth Advisor
Petersen Hastings Wealth Advisors is proud to announce the addition of Mathew Legard as an Associate Wealth Advisor for the firm. As an Associate Wealth Advisor at Petersen Hastings, Hayden will assist the Advisory Team in managing existing client relationships and supporting their development of new client relationships. A proud native of the Tri-Cities region, Mathew has…
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