Cathleen Petersen, E.A

Education Tax Credits

We continually hear and read reports on the escalating cost of higher education. However, two tax credits are available to provide some relief for taxpayers who are paying these education costs for themselves or family members.

How Much Do You Save?

Check out our 401(k) Savings Calculator and find out how your annual contributions measure up.

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.


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