Cathleen Petersen

Thoughtful

and proven wealth management advice

Informed

tax planning

Effective

strategies for your future

Cathleen Petersen, Enrolled Agent

We help you live comfortably today and protect your legacy for the future.

WHO ARE WE?

Cathleen Petersen, E.A. advises premiere Silicon Valley clients in matters of personal investment and wealth planning, tax preparation, and financial planning. CPEA has served San Francisco Bay Area and International clients since 1983. Cathleen is a Registered Principal of Securities America, Inc. and a Registered Broker-Dealer. Securities America Advisors, Inc is the Registered Investment Advisor.

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