John E. Peterson, Cfp®

John E. Peterson, Cfp® Email and Phone Number

Vice President at Post Oak Private Wealth Advisors @ Post Oak Private Wealth Advisors
houston, texas, united states
John E. Peterson, Cfp®'s Location
Greater Houston, United States
John E. Peterson, Cfp®'s Contact Details

John E. Peterson, Cfp® work email

John E. Peterson, Cfp® personal email

n/a
About John E. Peterson, Cfp®

John E. Peterson recently joined Post Oak Private Wealth Advisors after leaving Wells Fargo Advisors and is a CERTIFIED FINANCIAL PLANNER(TM) professional. He has focused on providing investment advice and quality service for his clients for more than 30 years. He works to empower individuals with the investment knowledge and resources needed to make intelligent decisions for both business and retirement. In that process, he cooperates with his clients' existing tax and legal advisors.John served two years at the U.S. Naval Academy studying Oceanography. He then attended Villanova University and graduated with a Bachelor's degree in Civil Engineering. The next 14 years he worked as a professional Civil Engineer, constructing electric generating stations both fossil and nuclear. Simultaneously, he spent several of those years providing services as a tax consultant. He then left those fields of endeavor to pursue his financial career. In sharing his knowledge over the years, John has conducted periodic seminars on a variety of financial topics. He was also the featured speaker at the tenth national Black MBA Association meeting in Houston. Active in his church, John has volunteered for a variety of ministries at St. Cyril of Alexandria Catholic Church and in the community. John and his wife Merrilee reside in Houston and are proud parents of five sons who recently had all served in the United States Marine Corps extending over a period of 13 ½ years.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.

John E. Peterson, Cfp®'s Current Company Details
Post Oak Private Wealth Advisors

Post Oak Private Wealth Advisors

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Vice President at Post Oak Private Wealth Advisors
houston, texas, united states
Employees:
7
John E. Peterson, Cfp® Work Experience Details
  • Post Oak Private Wealth Advisors
    Vice Presdescribe Your Most Challenging Project. See All Questions Linkedin Footer Content Abouident
    Post Oak Private Wealth Advisors Jul 2019 - Present
    700 Louisiana St. Ste. 3950, Houston, Tx 77002

John E. Peterson, Cfp® Skills

Investment Strategies Investments Retirement Planning Financial Advisory Strategic Planning Mutual Funds Retirement Securities Asset Allocation Series 7 Investment Advisory Series 63 Wealth Management Portfolio Management Financial Planning

John E. Peterson, Cfp® Education Details

  • Villanova University
    Villanova University
    Civil Engineering
  • United States Naval Academy
    United States Naval Academy

Frequently Asked Questions about John E. Peterson, Cfp®

What company does John E. Peterson, Cfp® work for?

John E. Peterson, Cfp® works for Post Oak Private Wealth Advisors

What is John E. Peterson, Cfp®'s role at the current company?

John E. Peterson, Cfp®'s current role is Vice President at Post Oak Private Wealth Advisors.

What is John E. Peterson, Cfp®'s email address?

John E. Peterson, Cfp®'s email address is us****@****ink.net

What schools did John E. Peterson, Cfp® attend?

John E. Peterson, Cfp® attended Villanova University, United States Naval Academy.

What skills is John E. Peterson, Cfp® known for?

John E. Peterson, Cfp® has skills like Investment Strategies, Investments, Retirement Planning, Financial Advisory, Strategic Planning, Mutual Funds, Retirement, Securities, Asset Allocation, Series 7, Investment Advisory, Series 63.

Who are John E. Peterson, Cfp®'s colleagues?

John E. Peterson, Cfp®'s colleagues are Darrell Hueni, Marium Murphy, Cfp®, Edmund (Scott) Borgmeier, Parnian Ebrahimi, Donna Behler.

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