Petersen Hastings Wealth Advisors Welcomes Juan Arias as Portfolio Analyst

Petersen Hastings Wealth Advisors is pleased to announce the addition of Juan Arias as Portfolio Analyst. In his role, Juan supports the firm’s investment team by performing a wide range of investment related services for new and existing clients, including executing security transactions, monitoring and maintaining client account asset allocation targets, preparing financial reports, and researching portfolio and investment strategies.

Juan joins Petersen Hastings Wealth Advisors with a strong foundation in finance and asset management, along with a genuine passion for helping others work toward their financial goals. Drawn to the firm’s client first philosophy and collaborative culture, he was excited for the opportunity to continue his career with a Registered Investment Advisor (RIA) committed to making a meaningful impact.

“We’re thrilled to have Juan join our growing team.” said Diane Gaines, Chief Operations Officer. “His educational background in finance, accounting, and economics, combined with his experience in the asset management industry, provides a strong foundation for his role as a Portfolio Analyst. We look forward to seeing him continue to grow while supporting our advisors and delivering exceptional service to our clients.”

Originally from Portland, Oregon, Juan recently relocated to the Tri-Cities to be closer to family. He earned his Bachelor of Business Administration with a concentration in Finance from Portland State University, while also completing minors in Accounting and Economics. Prior to joining Petersen Hastings Wealth Advisors, Juan gained experience providing billing support within the asset management industry and previously worked as a legal assistant supporting an immigration law practice.

Outside of the office, Juan is an avid NBA fan who closely follows the Portland Trail Blazers and enjoys exploring new destinations through road trips. A car enthusiast, he also looks forward to attending local car meets and spending quality time with family as he settles into the Tri-Cities community.

About Petersen Hastings Wealth Advisors

Petersen Hastings Wealth Advisors is a fee-only, Registered Investment Advisory (RIA) firm headquartered in Kennewick, Washington, serving clients throughout Eastern Washington and beyond. The firm manages over $1.5 billion in client assets. With a deeply staffed team or 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 inquires, contact Brandan Eckhardt, Marketing Manager, at brandane@petersenhastings.com.