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 recognition of our adherence to fiduciary best practices and reflects the integrity and reliability of our processes. Through an independent annual audit, Petersen Hastings was evaluated against stringent fiduciary standards, including prudent investment management practices, consistent commitment to client interests, and a culture of continuous improvement.
“Being CEFEX certified for 17 years in a row reaffirms our commitment to doing what’s right for our clients,” said Scott Sarber, CFP®, CEO of Petersen Hastings Wealth Advisors. “This certification is a testament to our ongoing dedication to fiduciary excellence and the trust we strive to build with every client we serve.”
The CEFEX certification positions Petersen Hastings as part of an elite group of investment advisory firms recognized for fiduciary excellence. Our listing on the CEFEX and Broadridge websites further solidifies our reputation as a leader in the financial advisory space and underscores our steadfast commitment to maintaining the highest levels of fiduciary responsibility.
Petersen Hastings plans to continue leveraging the resources offered through the CEFEX program to promote our commitment to excellence, while delivering best-in-class financial solutions tailored to meet the unique needs of our clients.
About Petersen Hastings Wealth Advisors
Petersen Hastings is a fee-only, Registered Investment Advisory firm located in Kennewick and Walla Walla, WA managing over $1B in client assets. The deeply staffed team, now at 31 team members, provides financially established individuals with clear and personalized visions of their unique financial futures. The result is a more meaningful wealth management experience because of the connections between the firm, advisor and client.
We do this by utilizing our proprietary client discovery process to dig deeper into each individual situation, always acting only in the best interests of our clients, and by building a team of great advisors through a culture of shared success.
To learn more or to book a complimentary exploration session with Petersen Hastings, visit www.petersenhastings.com. For media inquiries, contact Brandan Eckhardt at brandane@petersenhastings.com.