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Our financial advice team


Kathryn Peterson Ameriprise Financial Advisor

Kathryn Peterson

CFP®, CRPC®, APMA®

Financial Advisor

Financial Planning Analyst
Teal Wealth Management
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Insurance

Community participation

  • Regional Food Bank of Northeastern NY
  • Albany PAL Program
  • North Colonie Youth Lacrosse

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelors of Science in Business Administration, State University of New York at Albany
  • Brewster High School, Brewster, NY
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