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Denise Peterson,CPFA® 

Petersen Investment Planning


P: 510 639 9080
F: 510 639 9084

E: dpetersen@royalaa.com


35006 Hawk Hill Road
Philomath, OR 97370


 

Assistant:
 

Mary Law
E: mlaw@royalaa.com


 

Denise M. Petersen has been serving clients in the financial service industry since 1990. In 1994, Denise opened her own independent firm and moved to the San Francisco Bay area where she currently serves over 150 clients. Denise strongly believes that being an independent financial advisor allows her to best meet the needs of her clients as her practice focuses on families, specializing in retirement planning. Denise brings with her 20 plus years of experience along with a solid team of experts who help navigate the complex situations clients face. Over the years, Denise has enjoyed building strong long term relationships with clients and has helped them each step of the way plan for their future, invest in their goals, and preserve their assets.

 

Denise has been insurance licensed in California for life, annuities, disability, and long-term care since 1994. She has a background in education and is currently licensed as a life, health, and disability insurance producer with the states of California, Alaska, Oregon, and Washington. She holds Series 7, 63, 65 and 31 registrations. She has also participated in advanced retirement and tax classes, taken many of the certified financial planning courses, and has two-plus decades of required continuing education classes. Denise regularly attends Royal Alliance’s annual National Education Conference, as well as the Women’s Conference. She has been a member of Ed Slott’s Advanced IRA group and participates in product sponsored webinars and classes, and is an avid reader of financial news. This helps her stay current, to better meet her goal of being a trusted resource for her clients.
 

Denise’s credentials include:
 

• BA, Oregon State University
• Series 7, 63, 65 and 31 licenses
• Regular attendee of Royal Alliance’s annual National Education Conference
  and Women’s Conference.

 

Denise was born and raised in Nebraska and currently resides in San Leandro with her family.
She loves to travel in her RV, and enjoys meeting new people and seeing different parts of the country. Denise is avid sports fans, especially Stanford women’s basketball and the Nebraska Cornhuskers, in addition to the Bay Area professional teams.