Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba

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

My Objective is to Help Business Owners To Create Lasting Wealth | Certified Financial Planner™ Professional | Fiduciary Advisor | Investment Professional | Podcast Host @ Tycoons of Small Biz | Serial Entrepreneur @ Backbone Planning Partners
Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba's Location
Mesa, Arizona, United States, United States
Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba's Contact Details

Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba work email

Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba personal email

n/a

Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba phone numbers

About Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba

My life completely changed my freshman year of high school when I needed to fill an elective spot in my schedule and what fit with my schedule was an entrepreneurship and stock market class. My eyes were opened and I realized who I was! Entrepreneurship runs through my veins and it is a privilege to work with business owners to help pursue their goals.I’m a CERTIFIED FINANCIAL PLANNER™ professional with over 24 years of experience in the investment, insurance and wealth management industries. I offer comprehensive financial planning to business owners and their families throughout the United States. I started my career in financial services in 2000. In 2004 I graduated from California State University-Fullerton and in 2008 I graduated with an MBA from Brigham Young University. After a very successful career in insurance and financial services, I decided to start my own financial planning firm. In 2015 Backbone Financial was founded and in 2021, we merged with another practice and formed Backbone Planning Partners.Backbone Planning Partners is based in the Phoenix, Arizona area and Las Vegas, Nevada and strives to help take the guesswork out of your financial life by always acting in your best interest. Our goal is to help you build confidence with your financial decisions by providing strategies that best suit your needs and your unique financial situation. I specialize in personalized financial planning for business owners and custom retirement plan analysis. I also strive to help business owners improve the effectiveness of their business succession and retirement plans through independent financial advice. If you’re looking to build a long-term relationship with an experienced and independent financial advisor, let’s talk. With integrity and trust, I will help with retirement planning, investment management, business succession planning and estate planning. Austin Peterson is a registered representative with securities offered through LPL Financial, Member FINRA/SIPC, and an investment advisor representative offering investment advice offered through Backbone Planning Partners, LLC, a registered investment advisor and separate entity from LPL Financial.

Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba's Current Company Details
Backbone Planning Partners

Backbone Planning Partners

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My Objective is to Help Business Owners To Create Lasting Wealth | Certified Financial Planner™ Professional | Fiduciary Advisor | Investment Professional | Podcast Host @ Tycoons of Small Biz | Serial Entrepreneur
Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba Work Experience Details
  • Backbone Planning Partners
    Co-Founder & Financial Planner
    Backbone Planning Partners Feb 2015 - Present
    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.​
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  • Tycoons Of Small Biz
    Podcaster
    Tycoons Of Small Biz May 2020 - Present
    Giving a platform for privately held businesses and their owners to tell their story.
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  • Oak Tree Venture Group
    Owner
    Oak Tree Venture Group Jun 2002 - Present
    Real estate development, investment and consulting firm.
  • Brain Injury Alliance Of Arizona
    Advisory Council Member
    Brain Injury Alliance Of Arizona Jan 2020 - Present
    Phoenix, Az, Us
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  • Vistage Worldwide, Inc.
    Member
    Vistage Worldwide, Inc. May 2019 - Present
    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.
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  • Mattress & Furniture Surplus
    Owner
    Mattress & Furniture Surplus Jun 2020 - Dec 2023
    Company that picked up returned mattresses and furniture items from online retailers and then re-sold the items to consumers.
  • Animal Riders
    Owner
    Animal Riders Aug 2014 - May 2020
    Mall kiosk business that provided motorized scooter rides on plush animals. 66 locations throughout the country at its peak.
  • Lincoln Financial Group
    Business Development Manager
    Lincoln Financial Group Jul 2018 - Apr 2019
    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.
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  • Lincoln Financial Group
    Regional Sales Director
    Lincoln Financial Group Feb 2015 - Jun 2018
    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.
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  • Symetra
    External Wholesaler
    Symetra Apr 2013 - Feb 2015
    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.
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  • Crump Life Insurance Services
    Sales Director
    Crump Life Insurance Services Dec 2011 - Apr 2013
    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.
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  • Crump Life Insurance Services
    External Wholesaler
    Crump Life Insurance Services Jun 2008 - Dec 2011
    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.
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  • Five Star Painting™ Franchise
    Owner
    Five Star Painting™ Franchise Jan 2006 - Sep 2008
    Waco, Texas, Us
    Residential and commercial painting franchise. #1 franchisee in the system 2006 & 2007
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  • Oak Tree Management Group
    Financial Advisor
    Oak Tree Management Group Sep 2002 - Jun 2008
    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.
  • Pacific Life
    Internal Wholesaler
    Pacific Life Jun 2001 - Sep 2002
    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.
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Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba Skills

Fee Based Financial Planning Estate Planning Retirement Planning Life Insurance Financial Planning Iras Sep Ira Simple Ira Traditional Ira Rollovers Income For Life Tax Free Income Finra Etfs Separately Managed Accounts

Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba Education Details

  • Brigham Young University Marriott School Of Business
    Brigham Young University Marriott School Of Business
    Entrepreneurship/Entrepreneurial Studies
  • California State University, Fullerton
    California State University, Fullerton
    French Studies
  • Irvine Valley College
    Irvine Valley College
    General

Frequently Asked Questions about Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba

What company does Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba work for?

Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba works for Backbone Planning Partners

What is Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba's role at the current company?

Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba's current role is My Objective is to Help Business Owners To Create Lasting Wealth | Certified Financial Planner™ Professional | Fiduciary Advisor | Investment Professional | Podcast Host @ Tycoons of Small Biz | Serial Entrepreneur.

What is Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba's email address?

Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba's email address is ap****@****emg.com

What is Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba's direct phone number?

Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba's direct phone number is +180153*****

What schools did Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba attend?

Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba attended Brigham Young University Marriott School Of Business, California State University, Fullerton, Irvine Valley College.

What are some of Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba's interests?

Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba has interest in Children, Economic Empowerment, Politics, Education, Disaster And Humanitarian Relief, Health.

What skills is Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba known for?

Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba has skills like Fee Based Financial Planning, Estate Planning, Retirement Planning, Life Insurance, Financial Planning, Iras, Sep Ira, Simple Ira, Traditional Ira, Rollovers, Income For Life, Tax Free Income.

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