Jeff C. Peterson CFP®, EA
Jeff joined Financial Planning Unlimited, Inc. in 1994 and has since helped families in every phase of life to make wise financial decisions about their family’s future.
Jeff received his CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 1998, and subscribes to and is bound by a very strict professional Code of Ethics. To maintain his CFP® certification, Jeff is required to satisfy the continuing education requirement of the Certified Financial Planner Board of Standards.
He graduated from Arizona State University and received his MBA from the Thunderbird Graduate School of International Management. In 2002, he became an Enrolled Agent with the IRS. He is also a registered representative with Concourse Financial Group Securities, Inc. (CFGS) and investment advisor with Concourse Financial Group Advisors, a DBA for CFGS.
Jeff is an Investment Advisor Representative in the state of Arizona and holds the FINRA Series 7, 24, 63 and 66 through Concourse Financial Group Securities, Inc (CFGS). He is securities-registered in the states of Arizona, California, Florida, Illinois, Iowa, Idaho, Kansas, Kentucky, Massachusetts, Michigan, New Mexico, New York, Ohio, Oklahoma, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin.
During his spare time, Jeff enjoys spending time with his family. He has been married to Julie since 1995 and they have two grown children. He is also an avid baseball fan and enjoys a good round of golf.
Jeff currently serves as a board member for Lura Turner Homes and is an advocate for Child Crisis Arizona. He is also a current member of the Financial Planning Association and Arizona Association of Accounting & Tax Professionals.