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.
featured services
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We use special knowledge and skills to help high-net-worth clients pursue goals and objectives related to the accumulation, protection and distribution of wealth. We will also help with personalized portfolio management advice, tailored to your needs, backed by a range of carefully selected, high-quality products.
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We help you optimize your tax exposure through expert tax planning and up-to-date awareness of the latest tax laws. We offer tax return preparation for individuals, corporations, partnerships, estates and trusts.
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We can help provide insight about how to fund your retirement, purchase a quality education, develop realistic investment plans, and protect current and future assets
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We help you find the answers with caring, customized, fee-only financial advice that puts you in control and enables you to live the life you want to live.