I'm a second-generation advisor with Edward Jones as a result of watching my father guide his clients through the unexpected and prepare for a work-optional retirement so they could realize their dreams. Our firm is built on the belief that the best way to do business is on a one-on-one, personal basis. As a branch team, we want to understand what is important to you. We have an established process to build personalized strategies to help you reach your goals. And, we will partner with you throughout your life to help keep you on track. Could you see it beneficial to have a financial advisor that is committed to motivating you to take control of your finances so you can maximize your investments and financial freedom?
Clients often choose to work with me because of my disciplined process. I am here to help ensure that they stay on track and together, we will make any adjustments that are necessary due to changes in the economy or their personal situation. In addition to working with individual investors, I also work with many successful business owners. For our business owners, I work with their CPA to help implement business retirement plans, key man insurance and succession planning strategies.
Edward Jones believes in me and my leadership so that I am charged with helping to teach other financial advisors best practices to be successful. My clients have appreciated the connections I have been able to make for them while serving the community as a member of the board of directors for the Costa Mesa Chamber of Commerce and president of the Kiwanis Club of Costa Mesa.
I have a degree in business administration from Vanguard University and hold the CRPS® designation.
I live in Costa Mesa with my wife, Brittany, and children, Maverick and Sedona. My interests include coaching baseball, playing golf, traveling and gardening on our suburban homestead.
Based on what I've shared above, would you see the benefit of a phone call?
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Coaching Sports
- Community Outreach
Phone NumberNick Peterson at (714) 486-1849
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