portrait of Pete Peterson
FINANCIAL ADVISOR

Pete Peterson

RICP®
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners

Certifications

  • RICP®

    Retirement Income Certified Professional®

Team Members

  • Brennan Coyle
    Sr. Branch Office Administrator

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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 Closed
Sun Closed

Phone

(714) 557-8725

Fax

(888) 258-4518

Office Address

949 South Coast Drive
Suite 180
Costa Mesa, CA 92626opens in a new window

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