Making One Part of Your Life Simple. Investing.

CONNECT

Address:

750 NW Charbonneau Ste 211
Bend, OR 97703

Phone:

David: 541-419-9971 or Tina: 541-788-1300 or Ben: 541-610-2644 or Scott: 541-480-5524

Fax/Other:

E-mail please

Ben Petersen

Financial Advisor

Ben is one of the few Bend, OR natives. He attended St. Francis and Bend High School where he ran track and cross country and played football and baseball. Always intrigued and involved with business and investments from a very young age, he studied business management and finance at Santa Clara University and pursued additional credentials at Stanford's business school in retirement planning. It was of critical importance to him that he work in a profession where he truly added value, and could operate with the utmost integrity, while providing for himself and his family. He moved with his wife Leah back to Bend in 2013, bought a house, and began building a wealth management practice. Today, the practice focuses first and foremost on clients' best interests given their goals, personalities, and situations. Capital preservation and a conservative approach are paramount, as is a relationship founded in trust and ethical integrity. He focuses on minimizing volatility in turbulent markets, understanding personal aspirations, and building family legacies. Ben enjoys skiing, snowboarding, camping, fly fishing, weight lifting, voracious reading, playing polo, guitar, traveling, and spending time with his wife and their son Hunter.

 

He has also earned the following degrees, certification, and licensing:

Bachelor of Science in Commerce: Business Management, Santa Clara University

Stanford Graduate School of Business: Retirement Planning Certification with Honors

Series 7

Series 66

Health Insurance Producer OR

 

Services
  • 401(k) Rollovers
  • Endowments and Foundations
  • Life Insurance
  • Professional Portfolio Management
  • Retirement Planning
  • Corporate Pension Funds
  • Family Consulting
  • Philanthropic Services
  • 529 Plans
  • Estate Planning Strategies
  • Business Succession Planning
 
Phone 541-610-2644
Mobile Phone 541-610-2644
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck