Skip to main content

Our financial advice team


Steven L Petersen

Steven L Petersen

CFP®, ChFC®, CLU®, CKA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Allied Wealth Advisors
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Small Business
  • Estate Planning Strategies
  • Insurance
  • Tax Planning Strategies

Interests

Skiing, Reading, and USF Bulls Football

Awards & recognition

  • Ameriprise Circle of Success, 1998-2013

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®

Education

  • University of South Florida: B.A. Finance, 1982
Newsletter

to receive my newsletters and other financial and market information

Community participation