Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba Email & Phone Number

Mesa, Arizona, Us

I co-founded Backbone Planning Partners because I believe individuals, executives and families deserve custom financial strategies that best suit their unique needs. I’m a fee-based financial planner and advisor which means I always act on your behalf and in your best interest. I help clients pursue their goals with personalized advice and a commitment to you, your family and your financial wellness. As a financial planner, my focus extends beyond your investment portfolio. Comprehensive financial planning is about understanding your current situation, identifying your unique goals and creating solutions that are designed to manage and preserve your wealth throughout all stages of your life.CRN-4831915-070522Austin Peterson is a registered representative with securities offered through LPL Financial, Member FINRA/SIPC (For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section), and an investment advisor representative offering investment advice offered through Backbone Planning Partners, LLC, a registered investment advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Giving a platform for privately held businesses and their owners to tell their story.

Real estate development, investment and consulting firm.

Phoenix, Az, Us

San Diego, California, Us

As a Vistage member, I am committed to elevating my company and my community. Vistage is the world’s largest CEO peer advisory and executive coaching organization and has been helping business leaders make better decisions that get better results since 1957.

Company that picked up returned mattresses and furniture items from online retailers and then re-sold the items to consumers.

Mall kiosk business that provided motorized scooter rides on plush animals. 66 locations throughout the country at its peak.

Radnor, Pa, Us

Lincoln Financial Group is a Fortune 500 company that offers a wide range of financial services and solutions. As a Business Development Manager, I was focused on growing the life insurance and annuities business through retirement planning and group protection solutions. I helped clients enhance their lifestyle by building and preserving their wealth.

Radnor, Pa, Us

As a Regional Sales Director at Lincoln Financial Group, I worked with financial advisors in the Western United States. We created solutions to help protect their clients' wealth through various insurance products. This included life insurance, disability insurance and long-term care products. I also worked with outside agents and agencies to develop new business opportunities and grow their life insurance and long-term care product sales.

Bellevue, Wa, Us

Symetra is a financial services company that offer annuities, life insurance and employee benefit solutions. As a Regional Life Insurance Wholesaler, I helped financial independent agents create secure retirement plans for their clients through life insurance products.

Harrisburg, Pennsylvania, Us

Crump Life Insurance Services provides insurance and retirement products. As a Sales Director, I worked with life insurance wholesalers to help achieve their sales objectives. Crump Life Insurance Services supports the distribution of traditional and variable life, annuity, long-term care, disability and health products. I also maintained a relationship with and managed a book of business for one of the largest life insurance brokerage general agencies in the country.

Harrisburg, Pennsylvania, Us

As a Regional Wholesaler, I worked with independent life insurance agents throughout Utah and Arizona. I specialised in protection and retirement planning by offering life insurance, long-term care, disability and annuities. Crump Life Insurance Services is part of BB&T Insurance Holdings, Inc., the sixth largest insurance broker in the world.

Waco, Texas, Us

Residential and commercial painting franchise. #1 franchisee in the system 2006 & 2007

I was the founder and owner of Oak Tree Management Group. I specialized in comprehensive financial planning and helped clients plan for retirement, transfer wealth to their beneficiaries and save for their children’s college. I also helped client’s rollover their 401(k) plans from a previous employer and provided life insurance solutions for individuals, business owners and companies.

Newport Beach, Ca, Us

Pacific Life helps individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds. As an Internal Life Insurance Wholesaler, I offered life insurance solutions, long-term care products, disability insurance and annuities to independent life insurance agents.

Master Of Business Administration - Mba, Entrepreneurship/Entrepreneurial Studies

Bachelor'S Degree, French Studies

Associate Of Arts - Aa, Art/Art Studies, General