Arik Peterson, CFP®
Financial Planner
The Hour
- Ask a financial advisor anything about investing in one hour
- No commissions, products, or sales pitch
The Plan
- An 8 week program to achieve a strategic plan for your financial life
- Get an 8+ page financial plan
- $0 due now, pay after your 1st meeting
The Ongoing
- Ongoing support and accountability when you need it
- Quarterly video calls & unlimited emails
- Annual 2 page financial checkup
About Arik
Bio
I specialize in helping: Pre-retirees (0–5 years out) who want to know if they can retire—and how to do it right. I also enjoy working with DIY investors who want a second opinion on their investment portfolios 401ks, IRA, Brokerage accounts etc. In our work together, we focus on the decisions that actually move the needle: *When can you retire—and what needs to happen first *How to turn your portfolio into reliable income *When to take Social Security (and how it impacts taxes) *How to reduce taxes over time with smart withdrawal and Roth strategies *How to simplify your investments into something you can actually stick with. Some clients come to me for a one-time session to get clarity. Others want ongoing support as they move to and through retirement.
I Can Help You With
I Enjoy Working With
Personal Stuff
I started my career in engineering but found investing fascinating. I made a career shift to the financial world early in life and never looked back. I'm married with two teenagers who are complete opposites. One is artsy, the other is sporty. I enjoy mountain biking and fly fishing when not attending my kids' events. My favorite books are How to Win Friends and Influence People by Dale Carnegie, On the Road by Jack Kerouac, and Poor Charlie's Almanac by Charlie Munger, Grover Gardener.
Education & Designations
Experience
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Frequently Asked Questions
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.