Arik Peterson, CFP®
Financial Planner
The Hour
- Ask a financial advisor anything about investing in one hour
- No commissions, products, or sales pitch
The Plan
- An 8 week program to achieve a strategic plan for your financial life
- Get an 8+ page financial plan
- $0 due now, pay after your 1st meeting
The Ongoing
- Ongoing support and accountability when you need it
- Quarterly video calls & unlimited emails
- Annual 2 page financial checkup
About Arik
Bio
I specialize in helping: Pre-retirees (0–5 years out) who want to know if they can retire—and how to do it right. I also enjoy working with DIY investors who want a second opinion on their investment portfolios 401ks, IRA, Brokerage accounts etc. In our work together, we focus on the decisions that actually move the needle: *When can you retire—and what needs to happen first *How to turn your portfolio into reliable income *When to take Social Security (and how it impacts taxes) *How to reduce taxes over time with smart withdrawal and Roth strategies *How to simplify your investments into something you can actually stick with. Some clients come to me for a one-time session to get clarity. Others want ongoing support as they move to and through retirement.
I Can Help You With
I Enjoy Working With
Personal Stuff
I started my career in engineering but found investing fascinating. I made a career shift to the financial world early in life and never looked back. I'm married with two teenagers who are complete opposites. One is artsy, the other is sporty. I enjoy mountain biking and fly fishing when not attending my kids' events. My favorite books are How to Win Friends and Influence People by Dale Carnegie, On the Road by Jack Kerouac, and Poor Charlie's Almanac by Charlie Munger, Grover Gardener.
Education & Designations
Experience
Reviews
Clients say
Reviewers mention
- Retirement Planning
- Early Retirement Planning
- Investment Management
- Portfolio Allocation
- Tax Planning
- Roth Conversions
- Social Security Strategies
- Estate Planning
- Insurance Planning
- Financial Planning
- Budgeting
- Debt Paydown
- Knowledgeable
- Thorough
- Clear
- Practical
- Personable
- Friendly
- Patient
- Compassionate
- Trustworthy
- Professional
- Prepared
- Thoughtful
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genuine quality advice
Being very unfamiliar with investing Arik gave me a clear strong path forward that I could trust and understand. Very precise, very thorough, and very knowledgeable. Answered all my questions and gave me sound advice. Arik helped me bridge the gap between where I am and want to be. Thank you.
Great First Meeting won’t be our last
We took the time to upload information into our profile, and Arik took the time to review it! He had some great suggestions, positive feedback and we left with a to-do list that is manageable. Cannot wait to meet with them again down the road for updates and tuneups.
Knowledgeable, Informative, Practical Advisor
My session with Arik was quite informative and thought-provoking. He listened to my concerns and answered my questions in a clear, concise manner. He then offered several options that will help me achieve my long term goals. I will definitely be working with Arik again and highly recommend working with him.
The best $250 we've spent!
The best $250 we've spent! Arik was personable, practical, and knowledgable throughout our hour together. We covered a lot of ground and learned a lot. He gave us confidence and actionable steps to set our finances up better before having our first kid. We are looking forward to meeting with him again!
Arik is great for DIY Investors and FIRE minded.
My wife and I met with Arik, not knowing what to expect. We are DIY investors on the path to FIRE, and Arik gave us a ton of great takeaways and advice about our situation. He was well prepared for the call, and spoke in terms my wife and I were able to understand. I am making some changes per Arik's advice and will follow up with Arik for another call down the road. Highly Recommend!
Money well spent
I purchased a one hour session with Arik to have him review our financial plan that we created using retirement financial planning software. I wanted a CFP to look at it and verify that we are set financially since my husband is planning to retire early. Arik was very helpful and very easy to talk to. I plan to use him again in the future.
Gave me information I needed, and verified idea...
Gave me information I needed, and verified ideas I wasn’t sure about. Easy to understand! Will definitely see again when my finances need a second perspective.
I had a very good experience working with Arik....
I had a very good experience working with Arik. I tend to be a DIY person when it comes to my financial and retirement planning, but I wanted a professional second opinion to make sure I was on the right track and wasn’t overlooking anything important. Arik took the time to address all of my questions and areas of concern. He was knowledgeable, thorough, and provided clear, practical advice without trying to overcomplicate things. He also responded to my questions in a timely manner and made sure everything I wanted to discuss was covered. The meeting gave me additional confidence in my retirement planning while also providing some valuable advice and things to consider. I felt the session was time well spent and would definitely recommend Arik, especially to someone who likes to manage their own finances but wants an experienced professional to review their plan and provide guidance.
Exactly what we were looking for
Arik gave clear, practical advice tailored to our specific situation and goals. It was exactly what we were looking for, and I’m sure we’ll meet with him again as we continue our planning.
Exactly what I was looking for!
Exactly what I was looking for, hourly rate, we covered what I wanted, I have homework to do AND I will be a return customer! I had been searching for this typ of service for a long time.
Frequently Asked Questions
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.