Austin Peterson, CFP®, CLU®, CBEC®, CPFA®, MBA
Backbone Planning Partners
Co-Founder & Financial Planner in Gilbert, AZ
About Austin Peterson
I’m a CERTIFIED FINANCIAL PLANNER™ professional with over 26 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.
Professional Profile
Education and Degrees
Brigham Young University Marriott School of Business Master of Business Administration - MBA, Entrepreneurship/Entrepreneurial Studies 2006 - 2008 California State University, Fullerton Bachelor's degree, French Studies 2002-2004
Professional Credentials:
- CBEC - Certified Business Exit Consultant
- CFP - Certified Financial Planner
- CLU - Chartered Life Underwriter
Languages
Austin Peterson provides services to clients in the following language(s):
- English
- French
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Business Succession Planning
- Comprehensive Financial Planning
- Education Planning
- Estate Planning
- Insurance Planning
- Investment Planning
- Long-term Care
- Retirement Planning
- Small Business Planning
Industry Specialties
- Automotive
- Construction
- E Commerce
- Entertainment
- Enviornmental Services
- Equipment Leasing
- Farming and Agriculture
- Hotels/Motels
- Imports/Exports
- Manufacturing
- Mining
- Non Profit Organizations
- Real Estate
- Resturants
- Retail
- Software Design
- Technology
- Transportation
- Utilities
Contact Information
Phone Number:
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Website:
http://backboneplanning.com
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