Mark Peterson MSFP, CFP, CRPC, APMA

Mark Peterson MSFP, CFP, CRPC, APMA Private Wealth Advisor, Ameriprise Financial Services, LLC When you work with me, you receive:
1:1 financial advice based on your goals and needs.

Greater Puget Sound Financial Advisors
A financial advisory practice of Ameriprise Financial Services, LLC

What you can expect when you work with me
My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected. Personalized recommendations for a diversifie

d portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress and investments. Anytime access to your investments and digital tools to help you stay on track. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Areas of Focus:
Intergenerational Planning
Domestic Partner Planning
Retirement Plan Distribution
Estate Planning Strategies
Retirement Planning Strategies
Social Security Retirement Benefits

22
Years Experience

Qualifications
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
Masters of Science in Personal Financial Planning
Education
Master of Science
Bachelor or Science
United States Naval Academy

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Address

520 Pike St Ste 2725
Seattle, WA
98101

Opening Hours

Monday 8am - 6:30pm
Tuesday 8am - 6:30pm
Wednesday 8am - 6:30pm
Thursday 8am - 6:30pm
Friday 8am - 6:30pm

Telephone

+12069265364

Website

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