Please complete the CAPTCHA to continue
@oaktreemg.com
✓
3 phones found area 801 and 484
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba is listed as 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 at Backbone Planning Partners, based in Mesa, Arizona, United States. AeroLeads shows a work email signal at oaktreemg.com, phone signal with area code 801, 484, and a matched LinkedIn profile for Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba.
Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba previously worked as Co-Founder & Financial Planner at Backbone Planning Partners and Podcaster at Tycoons Of Small Biz. Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba holds Master Of Business Administration - Mba, Entrepreneurship/Entrepreneurial Studies from Brigham Young University Marriott School Of Business.
This section adds company-level context without repeating Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba's masked contact details.
AeroLeads found 1 current-domain work email signal for Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba. Compare company email patterns before reaching out.
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.
Listed skills include Fee Based Financial Planning, Estate Planning, Retirement Planning, Life Insurance, and 11 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
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.
Giving a platform for privately held businesses and their owners to tell their story.
Real estate development, investment and consulting firm.
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.
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.
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.
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.
Quick answers generated from the profile data available on this page.
Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba works for Backbone Planning Partners.
Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba is listed as 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 at Backbone Planning Partners.
AeroLeads has found 1 work email signal at @oaktreemg.com for Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba at Backbone Planning Partners.
AeroLeads has found 3 phone signal(s) with area code 801, 484 for Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba at Backbone Planning Partners.
Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba is based in Mesa, Arizona, United States while working with Backbone Planning Partners.
Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba has worked for Backbone Planning Partners, Tycoons Of Small Biz, Oak Tree Venture Group, Brain Injury Alliance Of Arizona, and Vistage Worldwide, Inc..
You can use AeroLeads to view verified contact signals for Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba at Backbone Planning Partners, including work email, phone, and LinkedIn data when available.
Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba holds Master Of Business Administration - Mba, Entrepreneurship/Entrepreneurial Studies from Brigham Young University Marriott School Of Business.
Austin Peterson, Cfp®, Clu®, Cbec® , Cpfa™, Mba is listed with skills including Fee Based Financial Planning, Estate Planning, Retirement Planning, Life Insurance, Financial Planning, Iras, Sep Ira, and Simple Ira.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts