Michael Peterson

CFP®, CKA®
Retirement, Investing, Lifestage Based Planning
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“With almost two decades of experience in the financial industry, Michael Peterson believes that successful financial planning is as much about the balance in your life, as it is about the balance in your portfolio.”
Firm:

Faithful Steward Wealth Advisors

Job Title:

Wealth Advisor

Biography:

For over 19 years, Michael has been helping his clients practice greater stewardship in order to allow them to connect their money with their lives in order to lead a more secure and fulfilling retirement.

After serving as an advisor at another local advisory firm for over 15 years, Michael felt called to found his own firm. In 2016, he opened the doors of Faithful Steward Wealth Advisors located Chambersburg, PA and serving clients in Pennsylvania, Maryland, Virginia, and West Virginia.

Michael is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Kingdom Advisor®. He also holds a B.A. in Economics from The Pennsylvania State University and has over 19 years of experience helping families align their money with their values, beliefs and purpose. He is a member of the Financial Planning Association, and is an active member and past-president of the South Central Pennsylvania Estate Planning Council.

Michael and his fiancé, Oneta, live in Chambersburg and share their home with their 3 dogs and an ever- fluctuating number of parrots – thanks to Oneta’s heart for parrot rescue. He’s also blessed with 4 children, 5 grandchildren, and 2 nephews – all of which mean the world to him.

Education:

BA, Economics, Pennsylvania State University

Assets Under Management:

$20 million

Fee Structure:

Fee-Based

CRD Number:

2814806

Insurance License:

#350266

Disclaimer:

Faithful Steward Wealth Advisors is a d/b/a of Camelot Advisors, LLC.

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