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CERTIFIED FINANCIAL PLANNER® Professional Ken Petersen is a Registered Securities Principal and Registered Investment Advisor Associate of Petersen & Ramistella, Inc. in Monterey, California. He has an MBA with an emphasis in Finance from Old Dominion University in Virginia, an MS degree in Operations Research/Systems Analysis from the Naval Postgraduate School in Monterey, and a BS in Engineering from Illinois Institute of Technology in Chicago. He is also a graduate of the College of Financial Planning and is board-certified as a Financial Planner by the Certified Financial Planner Board of Standards. He is licensed as an Enrolled Agent (tax specialist) by the U.S. Department of the Treasury. He has earned the AIFA® (ACCREDITED INVESTMENT FIDUCIARY ADVISOR®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh, and certifies him to conduct investment fiduciary audits and/or reviews. He is a member of the Financial Planning Association, the National Association of Enrolled Agents, and the California Society of Enrolled Agents.
Because of his tax and financial planning expertise, Mr. Petersen has been interviewed on several local radio and TV stations including KSBW, KMST, and KMBY. He writes a weekly Financial Planning column in the Monterey County Herald. He is active in community service, served on the Board of Directors of the Big Sur International Marathon for its first eight years, and currently serves on the Hospice Foundation Planned Giving Advisory Council, the Community Hospital Foundation Planned Giving Council, The NPS Foundation Board of Trustees and Executive Committee, and the CSUMB Planned Giving Counsel. He is a past-president of the Pacific Grove Rotary Club. He is a past-commander and volunteer pilot for the Monterey County Sheriff's Aero Squadron and a member of the Sheriff's Advisory Council.
Mr. Petersen specializes in investment management and financial planning for professionals and retirees. He listens to his client's goals and focuses on helping them achieve those goals with minimum risk, allowing his clients to enjoy peace of mind. He develops and monitors investment portfolios using various techniques to control risk while still meeting his client's goals and objectives. He serves as his client's personal financial advisor by providing financial planning, estate planning, retirement planning, income planning, insurance planning, and tax planning as needed.
