Our Qualifications

Principal: Norman L. Peterson, CFP EA



Norm has been a Certified Financial Planner (CFP) since 1985 and an Enrolled Agent (EA) since 1990. He is a Registered Representative and Registered Principal with ProEquities, Inc. Financial Planning Unlimited is a Registered Investment Advisor.



Norm Is a graduate of Lewis & Clark College in Portland, Oregon. After college, he spent many years with Sears on their executive staff in California, Utah and Arizona. He received his CFP from the College of Finanial Planning in Denver, Colorado. He is a member of the Institute of Certified Financial Planners.



Norm has been featured in the Phoenix Gazette 'Money Makeover' series many times and has been a guest on the Pat McMahon radio talk show. He has presented many special financial stories on KPNX, Channel 12.



Norm has presented many teaching seminars to companies. We offer seminars to employees of large or small companies. We have presented seminars to employees at Discover Card, Channel 12, Del Webb and the Bureau of Land Management. These seminars are teaching only, no specific products are referenced and employees are not solicited.



Jeffrey C. Peterson, CFP EA



Jeff is a graduate of Arizona State University and has a Masters degree from the American Graduate School of International Management (Thunderbird). Jeff received his Certified Financial Planner's designation in 1998. He is a registered representative and registered principal with ProEquities, Inc. Jeff has presented many teaching seminars with Norm at Discover Card, Channel 12 and Del Webb.



Jeff has been associated with Financial Planning Unlimited, Inc. since 1994. Prior to joining FPU, Jeff spent several years in the Washington DC area.