We’ve pulled together a few videos to provide you with quick overviews of our financial planning philosophy, investment strategy, and technology platforms.
Hypothetical Client Stories: Retiring Individual
Petersen Hastings Retirement Commercial: Golfing
Hypothetical Client Stories: Retiring Executive
Petersen Hastings Retirement Commercial: Winery
Petersen Hastings Retirement Commercial: Winery
Petersen Hastings Retirement Commercial: Hiking
Petersen Hastings Unique Questions
Accredited Investment Fiduciary
A Unique Approach to Wealth Management
Evidence-Based Investing
Defining Zero Alpha Group
the Trusted Financial Path™
Meet Our Team
Who Is Petersen Hastings?
Jeff Petersen, CFP®, AIF®Senior Wealth Advisor | Chief Executive Officer
Scott Sarber, CFP®, AIF®Senior Wealth Advisor | President
Matthew Neff, CRPC®, AIF®Senior Wealth Advisor | Chief Operating Officer
