Professional Memberships

+1 408 741 1412

admin@cathleenpetersen.com

14583 Big Basin Way Suite 6 Saratoga, CA 95070

NAVIGATION

Home
What We Do
Resources
FAQ’s
Portal

SERVICES

Holistic Financial Planning
Wealth & Asset Management
Strategic Tax Planning & Preparation
Tax Audit & Representation

ABOUT US

Contact Us
Licenses & Certifications
Professional Memberships

Securities Offered Through Osaic Wealth, Inc. Member FINRA/SIPC. Advisory Services Through Osaic Wealth, Inc. Cathleen Petersen E.A. And Osaic Wealth, Inc. Are Separate Entities. This Site Is Published For Residents Of The United States And Is For Informational Purposes Only And Does Not Constitute An Offer To Sell Or A Solicitation Of An Offer To Buy Any Security Or Product That May Be Referenced Herein. Persons Mentioned On This Website May Only Offer Services And Transact Business And/Or Respond To Inquiries In States Or Jurisdictions In Which They Have Been Properly Registered Or Are Exempt From Registration. Not All Products And Services Referenced On This Site Are Available In Every State, Jurisdiction Or From Every Person Listed. CA Department Of Insurance License: 0597692. Cathleen Petersen Is A Registered Principal Of Osaic Wealth, Inc., Member FINRA/SIPC, A Registered Broker-Dealer And Investment Advisor. Tax Services Provided By Cathleen Petersen, E.A. Cathleen Petersen Is Enrolled To Practice Before The Internal Revenue Service. Check The Background Of This Firm. Check the background of this firmon FINRA's BrokerCheck. | Osaic Wealth, Inc. Form CRS

Hyperlink Disclosure
When you link to any of the third-party websites provided herein, you are leaving the Cathleen Petersen website. The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technology, websites, information, and programs made available through this website. When you access one of the third-party websites, you are leaving the Cathleen Petersen website and assume total responsibility and risk for use of the websites you are linking to.