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Denise Petersen
Financial Advisor
Denise Petersen
FINANCIAL ADVISOR
Philosophy
Money is a powerful tool, but how we use it is shaped by our emotions, experiences, and values. Financial decisions are rarely just about numbers, they reflect what matters most to us. I help clients create plans that offer the freedom and flexibility to live on their own terms. By understanding the “why” behind your financial choices, you can move beyond simply building wealth and start using your money to create a life that feels authentic and fulfilling. This turns financial planning from a source of stress into a dynamic, empowering process that grows and evolves with you.
Why I Do This Work
I chose this work because I believe financial planning is about more than just money, it’s
about helping people live lives that feel meaningful and aligned with their values.
Everyone’s financial story is unique, shaped by their experiences, goals, and the things
they care about most. I enjoy being a team player in that process, someone clients can
rely on to listen closely, offer thoughtful guidance, and work alongside them to create a
plan that truly fits. To me, financial planning is a collaborative journey that provides
clarity, confidence, and the freedom to pursue what matters most. Being part of that
journey is not only a privilege, it’s what makes this work deeply fulfilling.
Certifications & Background
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30+ years of experience as a financial advisor
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Certified Plan Fiduciary Advisor
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Bachelor of Science, Oregon State University