Financial Advisor
Current
Jul 2019 - Present
AeroLeads people directory · profile
Peter Dobson Email & Phone Number
Financial Advisor
at
Protected Investors of America
1 work email found
@protectedinvestors.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Petaluma, California, United States
Company size
Who is Peter Dobson? Overview
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Quick answer
Peter Dobson is listed as Financial Advisor at Protected Investors of America, a company with 22 employees, based in Petaluma, California, United States. AeroLeads shows a work email signal at protectedinvestors.com and a matched LinkedIn profile for Peter Dobson.
Peter Dobson previously worked as Financial Paraplanner Qualified Professional at Communitas Financial Planning and Financial Paraplanner at Dobson Asset Management. Peter Dobson holds Certificate Of Personal Financial Planning, Finance And Financial Management Services from Uc Berkeley Extension.
Company email context
Email format at Protected Investors of America
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{first_initial}{last}@protectedinvestors.com
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AeroLeads found 1 current-domain work email signal for Peter Dobson. Compare company email patterns before reaching out.
Profile bio
About Peter Dobson
Throughout my experiences, I have been dedicated to serving the community, whether it be through financial services or volunteering for non-profits. This passion has led me to a career in financial planning, and asset management, where I can help with some of the most sensitive problems people are facing today and make sure they can live and retire comfortably.
Listed skills include Morningstar, Financial Market Research, Cash Flow Analysis, Client Services, and 18 others.
Current workplace
Peter Dobson's current company
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Protected Investors Of America
5 roles
Peter Dobson work experience
A career timeline built from the work history available for this profile.
Financial Paraplanner Qualified Professional
- Supporting the principal advisor with preparing for client meetings.- Interacting with and supporting current clients, while being the lead contact for onboarding prospects.- Developing comprehensive financial plans with cash flow analysis, risk tolerance and asset allocation, retirement planning, tax planning, risk management, and finding the.
Jul 2018 - Jul 2019
Financial Paraplanner
Dobson Asset Management
- Supported the principal advisor with preparing performance reports and financial statements for client meetings.- Reviewed client's asset allocation, performed account rebalancing and researched potential securities.- Conducted fundamental and technical analyses on potential equity and fixed income securities.- Utilized financial software such as Money.
Apr 2017 - Jul 2018
Policy Intern
Jan 2017 - Jul 2017
Program Coordinator
Apr 2014 - May 2015
Team & coworkers
Colleagues at Protected Investors of America
Other employees you can reach at protectedinvestors.com. View company contacts for 22 employees →
DT
Denise Tuemmler, Mba, Cfp®
Colleague at Protected Investors Of AmericaWalnut Creek, California, United States, United States
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SC
Sue Christiansen
Colleague at Protected Investors Of AmericaWalnut Creek, California, United States, United States
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GK
Georgene Keeler
Colleague at Protected Investors Of AmericaSan Francisco, California, United States, United States
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JZ
Jaime Zapata
Colleague at Protected Investors Of AmericaSan Francisco Bay Area, United States
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AE
Adriana Espinoza
Colleague at Protected Investors Of AmericaWalnut Creek, California, United States, United States
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GK
Georgene Keeler
Colleague at Protected Investors Of AmericaSan Francisco, California, United States, United States
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SC
Sue Christiansen
Colleague at Protected Investors Of AmericaWalnut Creek, California, United States, United States
View →
AG
Adrianna G.
Colleague at Protected Investors Of AmericaSan Francisco Bay Area, United States
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KT
Kati Tuemmler
Colleague at Protected Investors Of AmericaLos Angeles, California, United States, United States
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FS
Frank Schwartz
Colleague at Protected Investors Of AmericaSan Francisco Bay Area, United States
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Denise Tuemmler, Mba, Cfp®
Colleague at Protected Investors Of AmericaWalnut Creek, California, United States, United States
View →
SC
Sue Christiansen
Colleague at Protected Investors Of AmericaWalnut Creek, California, United States, United States
View →
GK
Georgene Keeler
Colleague at Protected Investors Of AmericaSan Francisco, California, United States, United States
View →
JZ
Jaime Zapata
Colleague at Protected Investors Of AmericaSan Francisco Bay Area, United States
View →
AE
Adriana Espinoza
Colleague at Protected Investors Of AmericaWalnut Creek, California, United States, United States
View →
GK
Georgene Keeler
Colleague at Protected Investors Of AmericaSan Francisco, California, United States, United States
View →
SC
Sue Christiansen
Colleague at Protected Investors Of AmericaWalnut Creek, California, United States, United States
View →
AG
Adrianna G.
Colleague at Protected Investors Of AmericaSan Francisco Bay Area, United States
View →
KT
Kati Tuemmler
Colleague at Protected Investors Of AmericaLos Angeles, California, United States, United States
View →
FS
Frank Schwartz
Colleague at Protected Investors Of AmericaSan Francisco Bay Area, United States
View →
3 education records
Peter Dobson education
Certificate Of Personal Financial Planning, Finance And Financial Management Services
Cours De Civilisation Française
Bachelor Of Arts - Ba, Social Sciences
FAQ
Frequently asked questions about Peter Dobson
Quick answers generated from the profile data available on this page.
What company does Peter Dobson work for?
Peter Dobson works for Protected Investors of America.
What is Peter Dobson's role at Protected Investors of America?
Peter Dobson is listed as Financial Advisor at Protected Investors of America.
What is Peter Dobson's email address?
AeroLeads has found 1 work email signal at @protectedinvestors.com for Peter Dobson at Protected Investors of America.
Where is Peter Dobson based?
Peter Dobson is based in Petaluma, California, United States while working with Protected Investors of America.
What companies has Peter Dobson worked for?
Peter Dobson has worked for Protected Investors Of America, Communitas Financial Planning, Dobson Asset Management, San Francisco Baykeeper, and Boys & Girls Clubs Of America.
Who are Peter Dobson's colleagues at Protected Investors of America?
Peter Dobson's colleagues at Protected Investors of America include Denise Tuemmler, Mba, Cfp®, Sue Christiansen, Georgene Keeler, Jaime Zapata, and Adriana Espinoza.
How can I contact Peter Dobson?
You can use AeroLeads to view verified contact signals for Peter Dobson at Protected Investors of America, including work email, phone, and LinkedIn data when available.
What schools did Peter Dobson attend?
Peter Dobson holds Certificate Of Personal Financial Planning, Finance And Financial Management Services from Uc Berkeley Extension.
What skills is Peter Dobson known for?
Peter Dobson is listed with skills including Morningstar, Financial Market Research, Cash Flow Analysis, Client Services, Microsoft Excel, Financial Analysis, Quantitative Research, and Risk Management.
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