Chelsea Peterson, Financial Advisor

FINANCIAL ADVISOR
Chelsea M Peterson

CEPA®
949 South Coast Dr Suite 475, Costa Mesa, CA 92626opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Personal Fitness
  • Traveling
  • Baseball
  • News & Media
  • Movies & Entertainment

Team Members

  • Brennan Coyle
    Sr. Branch Office Administrator
  • Sally Zajac
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Phone

(714) 929-1072

Fax

(855) 496-5189

Office Address

949 South Coast Dr Suite 475
Costa Mesa, CA 92626opens in a new window

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