Kathy Peterson
Leader and innovator of corporate retirement plan solutions
- Role
- Director of Corporate Retirement Plans at Aldrich Wealth
- Location
- Lake Oswego, OR, US
- LinkedIn followers
- 500 followers
About Kathy Peterson
Kathy joined the Aldrich Wealth team in 2019 with more than 17 years of experience in the financial industry. She has worked with retirement plan fiduciaries throughout her career in roles such as investment advisor, education consultant, and plan administrator. She is a Chartered Retirement Planning Counselor (CRPC®), Certified Plan Fiduciary Advisor (CPFA) and Accredited Investment Fiduciary (AIF®) and has delivered education to thousands of participants as they plan for retirement.
Experience
Director of Corporate Retirement Plans
Jul 2024 — Present · Portland, OR, US
Education
University of Oregon
BA, Rhetoric and Communication
Skills
- Investments
- Strategic Planning
- Customer Service
- Research
- Non-Profits
- Training
- Event Planning
- Editing
- Social Media
- Leadership
- Retirement Planning
- Marketing Strategy
- Public Speaking
- Marketing Communications
- Coaching
- Project Management
- Nonprofits
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