Wayne Peterson
CFP®, ChFC®, CLU®, LUTCF®, FIC, CLTC®
My mission is to provide a client centered planning approach that brings you financial clarity for a secure future. Call my office to learn more.
State(s) Licensed: AZ, CA Insurance Lic. #0634928, CO, FL, ID, IL, KS, MA, MN, MS, MT, NC, NM, NV, OR, SD, TN, TX, UT, WA
2021 The Alameda Ste 140
San Jose, CA 95126
My mission is to provide a client centered planning approach that brings you financial clarity for a secure future. Call my office to learn more.
State(s) Licensed: AZ, CA Insurance Lic. #0634928, CO, FL, ID, IL, KS, MA, MN, MS, MT, NC, NM, NV, OR, SD, TN, TX, UT, WA
Providing financial clarity in Silicon Valley and beyond!
My approach to help guide you toward financial clarity is shaped by your individual needs. We will start with a conversation about what matters most to you and continue building a communicative relationship to help you achieve your financial success. You will get clear, candid, and holistic advice empowering you to take the next step. I'll draw on my industry expertise to help you map out a path to a more secure financial future.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
San Jose Office-Serving Silicon Valley and Beyond
- Phone:
- 408-984-1777
- Fax:
- 833-691-0231