Ben Petersen

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, and began building his wealth management portfolio. Today, he focuses first and foremost on his 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 risk during turbulent market conditions, understanding personal aspirations, and building family legacies. Ben enjoys skiing, snowboarding, camping, fly fishing, weight lifting, competing in physique contests, reading, playing polo, guitar, traveling, and spending time with his wife, their son Hunter, and daughter Gwen.

 

He has earned the following degrees, certifications, and licensing:

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

Retirement Planning Certification with Honors: Stanford Graduate School of Business

Series 7

Series 66

Health Insurance Producer OR

 
Phone 541-610-2644