Meet Ben Petersen
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
Ben Petersen
Financial Professional
Ben is one of the few Bend, OR natives. He attended St. Francis and Bend High School where he ran track and cross country and played football and baseball. Always intrigued and involved with business and investments from a very young age, he studied business management and finance at Santa Clara University and pursued additional credentials at Stanford's business school in retirement planning.
It was of critical importance to him that he worked in a profession where he truly added value, and could operate with the utmost integrity, while providing for himself and his family. He moved back to Bend in 2013 and began building his wealth management portfolio.
Today, he focuses first and foremost on his clients' best interests given their goals, personalities, and situations. Capital preservation and a conservative approach are paramount, as is a relationship founded in trust and ethical integrity. He focuses on helping to reduce risk during turbulent market conditions, understanding personal aspirations, and building family legacies.
Ben is a WBFF Men's Fitness Pro, ranked #3 Physique in the USA in 2020, #1 International Pro for 2021, and 4th Worldwide in 2022. Ben enjoys skiing, snowboarding, camping, fly fishing, weightlifting, reading, playing polo, guitar, traveling, and spending time his son Hunter, and daughter Gwen.
He has also earned the following degrees, certification, and licensing:
Bachelor of Science in Commerce: Business Management, Santa Clara University
Stanford Graduate School of Business: Retirement Planning Certification with Honors
Series 7
Series 66
Health Insurance Producer OR
Services
401(k) Rollovers
Endowments and Foundations
Life Insurance
Professional Portfolio Management
Retirement Planning
Corporate Pension Funds
Family Consulting
Philanthropic Services
529 Plans
Estate Planning Strategies
Business Succession Planning