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 financial 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
  • 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.

Cathleen Petersen, E.A

 

Health Savings Account (HSA) Basics

Most of us like to take advantage of every available tax break. So, if you are eligible for a Health Savings Account (HSA), now might be a good time to start one.

  • Read more in the July newsletter.
  • Did you miss a newsletter? Find the archives here.

    • How Is Your 401(k)?

    Want to calculate a mortgage loan, total your investment returns, or check out how your 401(k) can grow?