Ken Petersen, CFP
Monterey Private Wealth, Inc
Certified Financial Planner in Monterey, CA
https://www.montereyprivatewealth.com/
Address:2340 Garden Rd
Monterey, CA 93940
About Ken Petersen
Ken Petersen is a financial professional at Monterey Private Wealth, Inc located in Monterey, California. Ken Petersen holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Ken Petersen provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Ken Petersen2340 Garden Rd
Monterey, CA 93940
Phone Number:
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Website:
https://www.montereyprivatewealth.com/
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