Welcome!
Cathleen Petersen has been providing quality success-oriented investment and tax advice to Silicon Valley’s highest profile clients since 1983. She specializes in offering value-added advice by analyzing and anticipating client needs. She offers wealth management services for both individual and business clients and is well-versed in a broad range of high-quality products and solutions to help you meet your savings and investment goals.
Services include:
- Personal Investment Planning*
- Tax Consulting
- Tax Preparation
- Wealth Management & Financial Planning
Cathleen is a Registered Principal of Foothill Securities, Inc., a Registered Broker-Dealer and Investment Advisor and is enrolled to practice before the Internal Revenue Service. Member NASD/SIPC.
* Services available to residents of California.