We are so excited to share another one of our favorite resources with you this week-Patti Peterson. Patti Peterson is a seasoned financial advisor with over 22 years of experience. She has helped thousands of clients with retirement, estate, and investment planning. Through her partnership with Williams Financial Group, Patti can now combine all her years of experience in the institutional retirement market with new and innovative independent client tools provided by WFG. This creates a great environment to cultivate the financial goals of her clients. Patti’s career began with her work as an advisor with VALIC in 1989. During her 20 year career with that organization, she became a highly regarded advisor and educator. She traveled extensively conducting workshops and seminars throughout the country on a wide variety of topics. Patti has been instrumental in developing presentations
and educational material designed to make financial planning easier to understand for clients.
Patti maintains her series 6, 7, 63, and 65 FINRA registrations. She holds licenses in life insurance, variable annuity and long-term care. She is licensed in five states (Nevada, Utah, Arizona, California and Idaho). Some of her areas of expertise include State Retirement systems, Social Security integration, Windfall Elimination Provisions, and pension plans.
We have known Patti both personally and professionally for over twenty years and have been so impressed with her honesty, knowledge and skills and the application of these attributes to clients that we have referred to her. We can truly give her a glowing report. If you would like someone very sharp and knowledgeable, who will help you grow and maintain your financial well-being, Patti is your planner. We hope that you will make her one of your favorite resources as well!
Patti Peterson, Senior Financial Advisor
ppeterson@williams-financial.com
Tel No. (702) 990-3247
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