Merrill Lynch Financial Advisor Steven Peterson

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Steven Peterson is a financial advisor based in Pasadena, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to understanding clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC), Steven provides comprehensive financial planning services. He serves individuals and families looking for personalized financial guidance to achieve their financial objectives.

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