Meet Matthew Petersen, CTFA, AIF®

Senior Wealth Advisor

Chief Compliance Officer

About Matthew

Matthew is a Senior Wealth Advisor, the Chief Compliance Officer, and a shareholder of Petersen Hastings. His primary responsibilities include managing client relationships and overseeing and managing the compliance of the firm. Matthew teams with individuals and families, corporate retirement plans, nonprofits, insurance companies, and businesses to help them with their comprehensive financial needs. As our clients' primary fiduciary, we utilize the Trusted Financial Path™ to advise on numerous financial strategies to help them accumulate, maintain, and preserve their wealth.

As a Certified Trust and Financial Advisor (CTFA) and an Accredited Investment Fiduciary®(AIF®), Matthew is able to live his passion daily of achieving client success and creating/facilitating solutions for complex financial, estate, and investment matters. In addition, Matthew oversees the Petersen Hastings Private Trust service line as a trust representative. Petersen Hastings Private Trust is a Trust Representative Office (TRO) through Petersen Hastings’ partnership with National Advisors Trust Company (NATC).

Matthew joined Petersen Hastings in 2013 as the third generation Petersen at Petersen Hastings. He is proud to work alongside his father, Jeff Petersen, and continue the legacy his grandfather and Petersen Hastings founder, Jim Petersen, began in 1962. Matthew is a University of Oregon graduate, and an active board member of the Columbia Basin College Foundation.

Matthew Petersen 2022 Outdoor Profile

Top 5 Gallup StrengthFinder Themes:

  • Competition
  • Ideation
  • Individualization
  • Futuristic
  • Context

Education:

  • Bachelor of Arts in English Literature

Certifications & Accolades:

Get in touch with Matthew