At just 8 years old, my dad sat me down and showed me the stocks he purchased to someday pay for my college education. From that moment on, I began to develop what would become my passion in life: to educate my community on the financial world and the potential it has to help people reach their life goal. I have turned my passion into my career and have done so since 1984. Today, I have the opportunity to work with a team of financial professionals in The Pedersen Group, a DBA associated with AXA Advisors where I am able to help clients attain their goals and dreams through proper planning tailored to their specific needs. My business focus is retirement planning and risk management strategies to help maximize a client’s wealth by using high level tax strategies designed to protect, preserve and pass wealth to future generations. To stay on top of my field and develop my professional skills, I received my Bachelors of Science Degree with an emphasis in Business and Financial Services from Indiana University of Pennsylvania regularly attend training and certification programs. This includes completing the curriculum and passing the exams for: - NASD Securities Registration: Series 7, 66- Arizona Life and Health Insurance LicenseI reside in Scottsdale, Arizona with my wife of 25 years, Liz. We have raised 3 children and love spending time with our family. Besides my passion for the financial services industry and my family, I also enjoy anything that involves sports (coaching, watching, participating, and officiating). With 30+ years of experience in financial services, I understand the importance of planning for individuals, families, and business owners through all stages of life. In my current position I have the ability to offer the right tools to facilitate your vision for the future.
Listed skills include Risk Management, Retirement Planning Strategies, and Wealth Management Strategies.