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Renee Peterson
Associate
Renee supports international and expatriate clients throughout their financial planning journey, helping to ensure a seamless experience from initial onboarding through to the implementation of financial strategies.
With a strong focus on client service and attention to detail, she is committed to delivering an efficient, professional, and personalised experience. Renee has recently achieved the CISI Level 4 Investment Advice Diploma, reflecting her commitment to continually developing her technical expertise in wealth management.
Areas of Expertise
- Pension Analysis, Advice, Management
- 401K Analysis, Advice, Management
- IRA Analysis, Advice, Management
- Retirement Planning
- Pension Planning
- Tax Planning
- Wealth Management
- Investment Review
- Cashflow Forecasting & Modelling
- Complex Multi-Jurisdictional Financial Planning
Qualifications & Awards
CISI Level 4 Investment Advice Diploma
Regions Covered
- USA
- UK
- Middle East
- Worldwide
- Europe Excluding UK
