Steven Peterson

Background

About Steven Peterson

Steve Peterson joined Merrill Lynch Wealth Management as a Financial Advisor in 2009 following 24 years of experience as an officer at a boutique money management firm located in Southern California. He obtained his Bachelor of Science Degree in Finance from California State University, Los Angeles. He earned the Chartered Financial Consultant® designation and the Chartered Retirement Planning Counselor™ designation. Steven focuses on working with individuals and local businesses, constructing holistic wealth planning with components such as retirement planning, estate planning services, college funding, insurance, investments, professional money management, asset allocation*, and executive planning. He meets with clients to review their current financial situation and discusses long and short-term objectives. He will then analyze the information, determine which strategies will work best for their situation, and tailor a plan specifically to help meet their financial needs and goals. Finally, after the plan is implemented, he will meet with them on a regular basis to uncover any changing needs they may have and to adjust their plan accordingly.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.** Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by Life Agency's California License Number 0522776