Lily McKeirnan Attains CERTIFIED FINANCIAL PLANNER™ Certification

Petersen Hastings Wealth Advisors is proud to announce that Lily McKeirnan has earned the CERTIFIED FINANCIAL PLANNER™ certification, an important professional milestone that reflects her continued dedication to serving clients and growing her expertise as a financial professional. 

The CERTIFIED FINANCIAL PLANNER® certification is recognized as one of the most respected credentials in the financial planning profession. To earn the certification, candidates must complete rigorous education and examination requirements, gain qualifying professional experience, and commit to the ethical standards.

“Lily has shown a strong commitment to growing as an advisor and continually expanding the knowledge she brings to our clients,” said Matthew Petersen, CTFA, AIF®, Director of Advisor Services. “Earning the CFP® certification is a significant accomplishment, and we’re excited to see her reach this next step in her career.”

As a CFP® professional, Lily brings additional depth to her work with clients across areas such as retirement planning, investment management, tax planning, estate planning, insurance, and other important financial decisions. CFP® professionals are also required to act as fiduciaries when providing financial advice, placing their clients’ interests first. 

For Lily, earning the designation represents both a professional achievement and an opportunity to continue developing the skills she uses to help clients navigate their financial lives with greater clarity and confidence. 

“Becoming a CFP® professional has been an important goal of mine, and I’m incredibly proud to have reached it. The process has strengthened my knowledge and given me an even greater appreciation for the responsibility we have as advisors to provide thoughtful, comprehensive guidance to our clients,” said Lily McKeirnan, CFP®, Associate Wealth Advisor.  

Lily’s accomplishment reflects Petersen Hastings’ continued investment in the professional development of its team and its commitment to providing clients with knowledgeable, comprehensive financial guidance. By encouraging advisors to pursue advanced education and industry credentials, the firm continues to build a team equipped to serve the evolving needs of the individuals and families it works with. 

About Petersen Hastings Wealth Advisors

Petersen Hastings is a fee-only, Registered Investment Advisory (RIA) firm headquartered in Kennewick, Washington, serving clients throughout Eastern Washington and beyond. The firm manages over $1.7 billion in client assets. With a deeply staffed team of more than 30 professionals, Petersen Hastings Wealth Advisors provides financially established individuals with clear and personalized visions of their unique financial futures. The result is a more meaningful wealth management experience built on strong connections between the firm, advisor, and client. 

This approach is guided by the firm’s proprietary client discovery process, a commitment to always acting in the best interests of clients, and a culture of shared success built through collaboration and trust. 

To learn more or to book a complimentary exploration session with Petersen Hastings Wealth Advisors, visit www.PetersenHastings.com. For media inquiries, contact Brandan Eckhardt, Marketing Manager, at brandane@petersenhastings.com.