Steve Peterson joined Merrill Lynch Wealth Management as a Financial Advisor in 2009 following 24 years of experience as an officer at a boutique money management firm located in Southern California. He obtained his Bachelor of Science Degree in Finance from California State University, Los Angeles. He earned the Chartered Financial Consultant^® and the Chartered Retirement Planning Counselor^TM designations. He holds the Series 7 and the Series 66 FINRA registrations. Steven focuses on working with individuals and local businesses, constructing holistic wealth planning with components such as retirement planning, estate planning services, college funding, insurance, investments, professional money management, asset allocation, and executive planning. He meets with clients to review their current financial situation and discusses long and short-term objectives. He will then analyze the information, determine which strategies will work best for their situation, and tailor a plan specifically to help meet their financial needs and goals. Finally, after the plan is implemented, he will meet with them on a regular basis to uncover any changing needs they may have and to adjust their plan accordingly.

*Merrill Life Agency's California License Number 0522776 
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.