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Our financial advice team


Steven Peterson

Steven Peterson

MSF, CRPC®, CLTC®

Financial Advisor

Chartered Retirement Planning CounselorSM
MavenCross Wealth Advisors
24
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
  • Wealth Preservation Strategies
  • Investments
  • Investment Management
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Insurance

Interests

  • My wife and I spend most of our free time at the lake during the summer months.
  • I love to travel as much as possible.
  • I enjoy golfing and fishing.
  • In the Fall, my Saturdays are usually spent cheering on the Alabama Crimson Tide.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • MSF Master of Science in Finance
  • CLTC® Certified Long Term Care®
  • FINRA Series 7 and Series 63
  • Life and Health Insurance License

Education

  • Master of Science, Finance - The University of Alabama
  • Bachelor of Science, Finance - The University of Alabama

Previous experience

  • Financial Advisor, Ameriprise Financial Services, LLC (Birmingham, AL), 1997-Present
  • Manager/Coach, Ameriprise Financial Services, LLC (Birmingham, AL), 2000-2001

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

  • Riverchase United Methodist Church
  • Wake the World (Smith Lake, AL)