Matthew Petersen
Senior Wealth Advisor Shareholder @Petersen Hastings Wealth Advisors
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WORK HISTORY
Senior Wealth Advisor Shareholder @Petersen Hastings Wealth Advisors
Kennewick, WA, US
Matthew is a Senior Wealth Advisor and a shareholder of Petersen Hastings. He partners with individuals and families, businesses, corporate retirement plans, and nonprofits to help them with their comprehensive financial needs. As a third generation Petersen at Petersen Hastings, he specializes in working with families and family businesses to help both create and continue generational legacies. He has over a decade of experience working with high-net-worth to ultra-high-net-worth individuals and families. Matthew has a passion for being our clients’ primary fiduciary and advising them on numerous financial strategies to help them accumulate, maintain, and preserve their wealth.
EDUCATION
University of Oregon
Bachelor of Arts (B.A.)
SKILLS
ABOUT MATTHEW PETERSEN
Matthew is a Senior Wealth Advisor and a shareholder of Petersen Hastings. He partners with individuals and families, businesses, corporate retirement plans, and nonprofits to help them with their comprehensive financial needs. As a third generation Petersen at Petersen Hastings, he specializes in working with families and family businesses to help both create and continue generational legacies. He has over a decade of experience working with high-net-worth to ultra-high-net-worth individuals and families. Matthew has a passion for being our clients’ primary fiduciary and advising them on numerous financial strategies to help them accumulate, maintain, and preserve their wealth.In his free time, Matthew enjoys spending time with his family, playing tennis, traveling to experiences different cultures (especially their food), reading about historical figures/events, and he is an avid fan of Formula One racing. Matthew serves as a director on the Petersen Hastings Board of Directors. He also serves on the Columbia Basin College Foundation Board and the Kadlec Cancer Center Foundation Board.Top 5 Gallup StrengthFinder Themes:Competition, Ideation, Individualization, Futuristic, Context
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