Dakoda Peterson, Financial Advisor located in Prescott, AZ

Financial Advisor
Dakoda L Peterson

CFP®, CRPC™
1670 Willow Creek Road Suite B, Prescott, AZ 86301opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Inheritance Guidance

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Pickleball
  • Mountain Biking
  • Golfing
  • Outdoor Enthusiast
  • Woodworking

Team Members

  • Melanie Lane
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Phone

(928) 443-9347

Fax

(877) 222-8921

Office Address

1670 Willow Creek Road Suite B
Prescott, AZ 86301opens in a new window

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