Crc Monica Peterson Email & Phone Number | ♦I'm a financial advisor who is passionate about serving women, families, and retirees to help them overcome their money stressors so they can work toward their financial goals. Taking a holistic wealth management approach, my goal is to keep all your investments in mind to help you track and pursue your financial goals while seeking to mitigate risk. ♦Planning for retirement can be challenging for anyone. Women face their own set of challenges from mom, homemaker, caregiver, and career to transitional changes due to divorce, widowhood, or even having your loved one transition to a care facility. I understand these challenges regarding your wealth. Working together, we can help you develop the confidence and strategies you need to navigate these challenges. ♦As your financial advisor, I will customize financial strategies for your unique goals and needs from college savings, investing for a vacation home, or planning for a secure retirement. Being a good steward of your wealth and providing a high level of personalized service is my priority. ♦To schedule a complimentary review session, please e-mail petersonm@stifel.com or call (559) 622-1045♦ CA Insurance Lic. #0E41835 /*********/ Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Crc Monica Peterson

♦I'm a financial advisor who is passionate about serving women, families, and retirees to help them...
Visalia-Hanford Area, Visalia-Hanford Area, United States

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Crc Monica Peterson’s Email monica.peterson@stifel.com

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Crc Monica Peterson’s Location Visalia-Hanford Area, Visalia-Hanford Area, United States

Crc Monica Peterson’s Current Industry Stifel Financial

Crc Monica Peterson’s Prior Industry Ag Edwards And Sons

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Work Experience

Stifel Financial

Vice President/Investments, Branch Manager - Stifel

2017-06-01 00:00:00 - Present

Ag Edwards And Sons

Registered Sales Assistant

2000-06-01 00:00:00 - 2008-12-01 00:00:00

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FAQ About Crc Monica Peterson

Crc Monica Peterson is located at
Visalia-Hanford Area, Visalia-Hanford Area, United States

Crc Monica Peterson is a ♦I'm a financial advisor who is passionate about serving women, families, and retirees to help them overcome their money stressors so they can work toward their financial goals. Taking a holistic wealth management approach, my goal is to keep all your investments in mind to help you track and pursue your financial goals while seeking to mitigate risk. ♦Planning for retirement can be challenging for anyone. Women face their own set of challenges from mom, homemaker, caregiver, and career to transitional changes due to divorce, widowhood, or even having your loved one transition to a care facility. I understand these challenges regarding your wealth. Working together, we can help you develop the confidence and strategies you need to navigate these challenges. ♦As your financial advisor, I will customize financial strategies for your unique goals and needs from college savings, investing for a vacation home, or planning for a secure retirement. Being a good steward of your wealth and providing a high level of personalized service is my priority. ♦To schedule a complimentary review session, please e-mail petersonm@stifel.com or call (559) 622-1045♦ CA Insurance Lic. #0E41835 /*********/ Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.