Financial Consultant
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I'm proud to be a Thrivent financial professional for more than forty years. I specialize in money management, retirement planning, insurance protection and long-term care insurance. 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 native Californian and proud San Jose State graduate. Go Spartans! My wife, Karla, and I have two adult children, Matthew and Erik. I am active in my church community at St. Timothy's Lutheran Church in San Jose. Outside of the office, I love spending time with my family and anything baseball. I was fortunate to be able to coach my sons from the Little League years through the middle school years. I love a good baseball game and baseball trivia!
I am honored to have been inducted into Thrivent’s Hall of Fame*. In celebration, I want to share this wonderful video Thrivent created to share my story.
Click here to watch the video: Hall of Fame inductee video - Wayne Peterson - Qumu Player
*Hall of Fame represents long-term commitment to our organization with consistent performance. Financial advisors and professionals qualify for Hall of Fame by achieving at least 20 years of service, a consistent level of production, and having a favorable compliance history. This recognition does not evaluate the quality of services/advice provided to clients and is not indicative the financial advisor or professionals future performance.
-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.
-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.
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Life Underwriter Trainers Council Fellow®
- Fraternal Insurance Counselor
- Certification in Long-Term Care®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Direct Participation Programs Representative
- Arizona
- California(Insurance Lic. #0634928)
- Colorado
- Florida
- Idaho
- Illinois
- Kansas
- Massachusetts
- Minnesota
- Mississippi
- Nevada
- New Mexico
- North Carolina
- Oklahoma
- Oregon
- South Dakota
- Tennessee
- Texas
- Utah
- Virginia
- Washington
Insights
Office location
San Jose Location
2021 The Alameda Ste 140
San Jose, CA 95126
Phone408-984-1777 ext. 3Fax833-691-0231HoursSan Jose, CA 95126
M – F: 8:30 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.