The Team

Allied Wealth Advisors

Our Advisors

Steven L Petersen

Steven L Petersen

Private Wealth Advisor

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Designations

CFP®, ChFC®, CLU®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Small Business

Education

University of South Florida: B.A. Finance, 1982
CA Insurance #0D30178

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Our Staff

Kaelyn Buchardt

Kaelyn Buchardt

Client Service Coordinator

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Roles & Responsibilities

  • Scheduling
  • Case Preparation
  • Client Service