Stephen J. Peterson

About Stephen J. Peterson

WHAT I DO: I help attorneys, real estate finance professionals, professional athletes & business owners achieve financial freedom by providing arbitrage lending strategies and tax mitigation solutions.I do it by leveraging myself and my team with over 67 years of experience combined in the industry, learning what works best for client’s needs and incorporating customized solutions into my planning strategies. WHAT MAKES ME UNIQUE: Elevate Financial Partners was formed after we gained multiple years of collective experience working at one of the largest Broker-Dealers in the country, and we felt that individual client needs were not always being heard. We don’t believe in a “one size fits all” approach – Elevate was created knowing that unbiased independent advice was crucial for our client’s success. We were driven to build a firm with robust financial planning and asset management solutions providing endless options for our clients so they could experience more flexibility and customization.SERVICES I PROVIDE:(see experience section for a full list of offerings)-Investment Advisory-Insurance Planning -Tax Planning -CFO & Fractional CFO -Financial Consulting & Fee-Based Planning RESULTS: We have helped clients save millions of dollars in both pre & post tax strategies that were to be paid to the IRS. Elevate has received multiple awards including being ranked nationally at major life insurance carriers. I have created a multi faceted firm with multiple departments along with strategic partners, and I have achieved every award at MDRT working my way up to their highest honor, Top of the Table for the past three years. READY TO TALK: Connect with me here on Linked In and let’s start a quick conversation!

Experience

1. Founder & Managing Partner

   Elevate Financial Partners

   Oct 2021 — Present · Newport Beach, CA, US

   Elevate is built to serve high-income earners, entrepreneurs, and high-net-worth families whose financial lives have grown increasingly complex. We provide institutional-caliber investment strategies and coordinate sophisticated planning across investments, estate, tax, and business ownership.We have a particular focus on advising business owners, athletes, attorneys & real estate finance professionals as they grow, protect, and ultimately transition wealth. Elevate often serves as the central coordinating partner for clients, working alongside attorneys, accountants, and other professional advisors to ensure strategies are implemented efficiently and aligned with long-term objectives.We integrate wealth management, advanced planning, insurance strategy, and alternative investments to provide coordinated financial solutions.Affiliated entities include - • Elevate Wealth Advisors, LLC – Registered Investment Adviser providing fiduciary portfolio management and institutional investment strategies• Elevate Financial & Insurance Services, LLC – Independent brokerage general agency supporting advanced life insurance planning and high-net-worth case implementation• Elevate Planning Plus, LLC – Advanced tax planning and strategic consulting platform working alongside CPAs and attorneys• Elevate Consultant Group, LLC – Strategic advisory and planning services for entrepreneurs and closely held businesses• Axios Capital GP, LLC – General partner and investment manager of Elevate Alpha Fund, LP

Skills

• Relationship Management
• Core Coalition Insurance Component Qualifier
• Strategic Communications
• Strategic Thinking
• Customer Service
• Visual Communication
• Pacesetter 40 (P40) in My First 6 Months as a Fr at Nm
• Critical Thinking
• Engaging People