Business Profile of:
Peterson Wealth Management
Address:
1329 south 800 east Orem, Utah 84097
Orem, Utah 84097
Phone Number:
8014046056
Contact Person:
Greg Peterson, MBA, CFP
Email Address:
gpeterson@nextfinancial.com
Description:
Certified Finanacial Planner. Greg Peterson holds a bachelor’s degree in Global Economy from BYU and an MBA in Finance & Entrepreneurship from the Marriott School of Management at BYU, where he was a Dean’s Scholar and 1st runner up in The Student Entrepreneur of The Year Award. He has started & managed several successful companies. After tenures at Merrill Lynch, Fisher Investments, & Smith Barney, he founded Peterson Wealth Management in 2007 to focus on high-quality, low-cost 401(k) plans as well as wealth management for households with over $100,000 to invest.