Pete Peterson, Financial Advisor located in Costa Mesa, CA

Financial Advisor
Pete Peterson

949 South Coast Dr Suite 475, Costa Mesa, CA 92626opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

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

Personal Interests

  • Outdoor Enthusiast
  • Fishing
  • Traveling
  • Volunteering
  • Curling

Team Members

  • Brennan Coyle
    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 Closed
Sun Closed

Phone

(714) 557-8725

Fax

(888) 258-4518

Office Address

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

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