Dedicated, Local Support As a local Edward Jones advisor, I provide personal, disciplined guidance to help clients adapt to life and economic changes. I work with individuals and business owners, collaborating with CPAs on tailored strategies. Trusted by the firm to mentor other advisors, I also serve on several Costa Mesa boards. I hold a business degree and the CRPS™ designation, and live locally with my wife and four children. In my free time, I enjoy coaching, golf, travel, and gardening.
Personalized Financial Guidance for Your Community Rooted in Southern California I’m a second-generation advisor with Edward Jones as a result of watching my father guide his clients through the unexpected and prepare for a work-optional retirement so they could realize their dreams. Our firm is built on the belief that the best way to do business is on a one-on-one, personal basis. Whether supporting local youth sports or building long-term relationships with clients, I’m committed to strengthening the place we all call home. Giving back and making a meaningful impact is important to me. I’m active in local organizations and deeply invested in the well-being of the families and businesses in our community.
Let’s Connect If you’re ready to take the next step, or know someone who might benefit from a trusted financial partner, I’d love to help. Contact us today to schedule a complimentary consultation, and let’s explore how we can help you achieve what matters most.
A Partner You Can Count On Whether you’re preparing for retirement, planning your estate, saving for your child’s education, or navigating major life transitions, I’m here to help guide you every step of the way. My process begins with understanding what’s most important to you. Together, we’ll build a personalized strategy using a proven approach designed to help you reach your financial goals with confidence and clarity.
Focus Areas: • Entrepreneur & Business Owners • Business Retirement Plans • Retirement Income Strategies • Estate & Legacy Strategies • Insurance & Annuities • Intergenerational Planning
Focus Areas: • Entrepreneur & Business Owners • Business Retirement Plans • Retirement Income Strategies • Estate & Legacy Strategies • Insurance & Annuities • Intergenerational Planning
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Contact Nick Peterson, CRPS™ to discuss your financial future
Nick Peterson, CRPS® Edward Jones 949 South Coast Dr Suite 475, Costa Mesa, CA 92626 (714) 486-1849 Nick.Peterson@edwardjones.com
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