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As a third generation Petersen at Petersen Hastings, Matthew was raised with core family values that included the investment philosophy and fiduciary responsibilities held by Petersen Hastings. Matthew is a natural teacher and coach, and he uses that strength to make difficult concepts easy to understand. He believes wealth advising is about leading and educating people holistically in order to achieve comprehensive long-term success.

 

As a Certified Trust and Financial Advisor (CTFA) and an Accredited Investment Fiduciary® (AIF®), Matthew teams with private wealth management clients, corporate retirement plans, nonprofits, and businesses to guide them down the Trusted Financial Path™. The Petersen Hastings Trusted Financial Path™ is a systematic process that guides committed investors with complex financial situations, toward accomplishing their goals. In Addition, Matthew oversees the Petersen Hastings Private Trust service line as a trust representative. Petersen Hastings Private Trust is a Trust Representative Office (TRO) through Petersen Hastings’ partnership with National Advisors Trust Company (NATC).

 

Matthew is an active board member of the Boys and Girls Clubs of Benton and Franklin Counties, the Lourdes Health Network Foundation, and the Columbia Basin College Foundation. Matthew is the firm’s resident Duck, graduating from the University of Oregon. He is also a member of Columbia Center Rotary.

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Matthew Petersen, CBA, CTFA, AIF® Wealth Advisor, Trust Services Representative

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8203 West Quinault Avenue, Suite 101 in Kennewick, WA 99336