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Don Petricic, CFP®
Managing Partner
Philosophy
For me, wealth management is never just about numbers, it’s about guiding people toward a future of clarity, purpose, and confidence. Every client relationship is built on trust, and every recommendation is made with care, precision, and long-term impact in mind.
Why I Do This Work
For over two decades, I’ve had the privilege of helping families turn their ambitions into meaningful results. Seeing a family’s vision come to life and knowing I played a part in that journey is what makes this work deeply rewarding.
Certifications & Background
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CERTIFIED FINANCIAL PLANNER™ (CFP®)
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20+ years of experience in comprehensive wealth planning and investment management
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B.A. in Business Administration, Washington State University
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