Steven Peterson
Wealth Advisor at Focus Partners Wealth
- Role
- Wealth Advisor at Focus Partners
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Steven Peterson
Focus Partners Wealth is an organization of wealth, asset, and business…
Experience
Wealth Advisor
May 2025 — Present
Focus Partners Wealth is an organization of wealth, asset, and business managementresources that brings strength, innovation, and partnership to client relationships. Through acomprehensive range of services, we work with clients at every stage, helping them control theirfinancial future — whether that’s planning for retirement, preparing the next generation, orgrowing their business. We are dedicated to fostering meaningful growth for our clients. Ourteam of advisors works collectively to deliver personalized wealth planning strategies acrosslocal communities, placing our clients’ values, goals, motivations, and priorities at the heart ofeverything we do.Focus Partners Wealth is a registered investment advisor with the Securities and ExchangeCommission. Registration does not imply any level of skill or training. Additional informationabout Focus Partners Wealth is also available on the SEC\'s website I post here is my opinion, not the opinion of my employer. This information is provided forgeneral information purposes only and should not be construed as financial, tax, or legal advice.Adero Partners merged with Focus Partners Wealth in May 2025.
Education
University of San Francisco
Bachelor of Science - BS, Business Administration Finance
2018 — 2020
Skills
- Final Cut Pro
- Video Editing
- Video
- Mac
- Social Media
- Film
- Sales
- Powerpoint
- Producing
- Outlook
- Microsoft Word
- Microsoft Office
- Customer Service
- Microsoft Excel
- Critical Thinking
- Team Building
- Marketing
- Public Speaking
- Time Management
- Soundtrack Pro
- Social Networking
- Inventory Management
- Organizational Leadership
- Retail
- Team Leadership
- Teamwork
- Intelligence
- Scuba Diving
- Goal Oriented
- People Skills
- Employee Training
- Social Media Marketing
- Os X
- Inventory Control
- Communication
- Leadership
- Military
- Strategic Planning
- Security Clearance
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