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Our financial advice team


Gene Peters, Financial Advisor serving the Mason, OH area - Ameriprise Advisors

Gene Peters

CFP®

Financial Advisor

Senior Vice President of
GOODALL & PETERS FINANCIAL ADVISORY GROUP
29
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Estate Planning Strategies

Interests

  • I am an advocate of physical fitness, reading and the occasional beach vacation.
  • I enjoy attending and participating in our childrens' activities and walking our chocolate lab.

Awards & recognition

  • FIVE STAR Wealth Manager, 2014-2021

Qualifications

  • Certified Financial Planner

Education

  • Mc Master University 1987, Commerce Finance and Marketing

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Mason Youth Organization - coach of girls youth softball team. Assistant coach 2010 - 2012, Head Coach 2013 - 2015
  • Business Network International - President of the Mason Chapter 2012 - 2013, Vice President 2014 - 2017, Secretary Treasurer 2017
  • Current Volunteer activities include The Mason Food Pantry, The Leukemia & Lymphoma Society and the Talbert House