Since 2008, Chris has been providing fiduciary, fee-only financial advice to his clients. He is an entrepreneur, Certified Financial Planner™ and a member of NAPFA and the Fee-Only Network.
Chris grew up on a small farm in the middle of Washington State. His personal involvement and experiences in multiple family-owned businesses contributed to his work ethic and interest in becoming an entrepreneur. At a young age, Chris began exploring different ways to enhance his earnings. While still in middle school, he learned how to read the stock listings in the paper and how to research investments. Using summer job money, he bought his first stock in his early teens.
Throughout high school, Chris took it upon himself to learn more about investing and helped family members make investment choices. In college, Chris earned his Bachelor of Science in Business Administration, specializing in Finance.
After stints working in the family business, Chris decided to pursue what he truly enjoyed - using investments as a tool to improve personal finances. As a Financial Advisor at a leading Wall Street broker, Chris provided brokerage services to families, corporate executives, businesses, and non-profit organizations. Chris experienced and learned a lot through mentoring, training and developing client relationships while at the firm. However, he believed there was a better way to serve clients and follow his desire to be an entrepreneur and a fiduciary advisor.
In the fall of 2008, during the global financial crisis, Chris established Peterson Wealth Advisory to provide fiduciary, independent and comprehensive financial advice to clients. As a registered Investment Advisor (RIA), Peterson Wealth Advisory has a fiduciary duty to clients (putting their interests first), is compensated on a fee-only basis, and discloses all conflicts of interest.
Chris believes this higher standard of financial advice is better for his clients and should be demanded by all investors who work with advisors. To further set himself apart, Chris earned the Certified Financial Planner™ designation in 2011, the recognized standard of excellence for competent and ethical personal financial planning. He is also a member of the National Association of Personal Financial Advisors (NAPFA) and the Fee Only Network.
Chris is a follower of Jesus, is an active member in his church and does bible studies to continue growing in his faith. Together, with the love of his life April, they raise three beautiful and talented daughters.
Over the years, Chris has been an active member in community organizations including an elementary school basketball coach, Crossville Rotary President, Chair of the Crossville Sports & Events Council, and the A.R.T. Circle Library board member.
To help keep his mind and body healthy he enjoys gardening, running and hiking in the mountains and traveling to new places. To reward himself he enjoys discovering great donut shops, baking with his kids and playing Fortnite from time to time!
What sets us apart to better help you
Although many professionals call themselves “financial planners,” only Certified Financial Planner™ professionals have completed extensive training and are held to the highest ethical and educational standards. CFP® professionals understand the complexities of the changing financial climate and are committed to make financial planning recommendations in your best interest.
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of financial advisors. They are highly trained professionals who are committed to working in the best interests of the client. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.
FeeOnlyNetwork.com is a partnership with The National Association of Personal Financial Advisors. The FeeOnlyNetwork.com showcases the expertise of these advisors and promotes consumer awareness of the Fee-Only financial advisor model.