More about Wayne Peterson
I'm proud to be a Thrivent financial professional for more than forty years. I specialize in money management, retirement planning and insurance protection. No matter what life brings or what goals you have, I am here for you. My first priority is listening to you and helping you achieve financial clarity.
I am a California native and graduate of San Jose State. My wife, Karla, and I have two grown sons. I am an active member in my church and in my free time enjoy anything baseball. I coached both my sons from t-ball through their middle school years. I love a great baseball game anytime!
-CERTIFIED FINANCIAL PLANNER™ , a certification granted by the CFP Board, Washington, D.C.
-ChFC (Chartered Financial Consultant), a designation granted by the American College, Bryn Mawr, PA.
-CLU (Chartered Life Underwriter), a designation granted by the American College, Bryn Mawr, PA.
-Life Member--Million Dollar Round Table*
-InFaith Community Foundation Voice in Philanthropy (VIP)**
-LUTCF (Life Underwriter Training Council FellowSM), a designation jointly conferred by The College for Financial Planning and NAIFA.
-CLTC (Certification in Long-Term Care), a designation granted by the Corporation for Long-Term Care Certification.
* MDRT is an industry honor based on sales excellence, outstanding client service, ethical conduct and professional knowledge
**InFaith Community Foundation recognized Financial Professionals who devoted extra effort in facilitating charitable gifts to the foundation. For more information can be found at InFaithFound.org.
Education and Licensing
-FINRA Series 63 Uniform Securities Agent State Law Exam.
-FINRA Series 06 Investment Company/Variable Products Limited Representative.
-FINRA Series -7 General Securities Representative.
-FINRA Series 66 Uniform Combined State Law.
-Life & Health Insurance Licenses.
Meet My Team
Darcy has supported Wayne Peterson and Thrivent since 2015. She has one very spoiled dog, two adult children and her husband, Bob. Darcy enjoys volunteering and cooking meals for the San Jose Family Shelter, Rotating Safe Car Park and supporting Habitat for Humanity. She loves to travel and spend time with family and friends.
- 408-984-1777 x2