My Approach

Karissa Peterson - My approach photo
What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Karissa Peterson - My approach photo

Interests

I am originally from Austin, TX but I grew up in Dayton, OH and I moved to Pearland in 2006.

Physical fitness and a healthy active lifestyle are very important to me. I enjoy HIIT, yoga, kickboxing and trail running.

I enjoy visiting local farmer's markets and cooking healthy meals for friends and family.

I have 3 rescue dogs and have been a volunteer with Pearland Pets for the last 3 years. I enjoy hosting the Silent Auction and Wine Pull at the annual Killen's Steakhouse charity event - Wags 2 Riches Gala & Casino Night.

I enjoy uplifting & motivating others. I'm always open to new volunteer opportunities and enjoy running in 5ks for a cause.

Community Participation

I volunteer with Pearland Pets to help the shelter find forever homes for their rescues. We hold an annual charity event, the Wags 2 Riches Casino Night & Gala, at Killen's Steakhouse each Spring. I enjoy meeting with donors and hosting the silent auction to raise funds for ongoing projects. Last year we raised over $45,000 to outfit an emergency medical center and mobile adoption trailer for the local veterinarian clinic. The last Wednesday of every month we host an ongoing adoption event at Killen's Happy Hour with a portion of happy hour sales going to benefit the shelter.

8
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies

Education

  • Florida Institute of Technology - Masters in Business Administration: Finance - 2014
  • University of Texas at Austin - Bachelor of Liberal Arts: Political Science & Economics - 2009

Professional Associations

  • Texas Young Professionals

Files for Download

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My Videos(6 videos)

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How rebalancing helps you weather the market’s waves
How rebalancing helps you weather the market’s waves

Did you know that regular rebalancing can help manage risk and keep you aligned with your goals? Learn more about how it can work for you. (1:50)

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Sleep Better
Sleep Better

How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)

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3 financial tips from happy couples
3 financial tips from happy couples

Watch our video to find out how couples can achieve financial harmony (2:32)

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Disinherit the IRS
Disinherit the IRS

The IRS could be an unintended heir of your assets. See how a strategy using life insurance can help you disinherit the IRS. (2:29)

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Why beneficiary designations matter
Why beneficiary designations matter

Did you know the beneficiaries named on your retirement accounts override those named in your will? Learn how to ensure your assets are distributed as you intend while avoiding probate court. (2:23)

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Understanding the ‘Sequence of Returns’ risk
Understanding the ‘Sequence of Returns’ risk

In today’s market environment, ‘Sequence of Returns’ risk is one of the most critical risks to protect against. (2:25)

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