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Mark Peterson

Senior Vice President and Sr. Wealth Planning Strategist at Wells Fargo Private Bank
Beverly Hills, California, United States
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Mark Peterson

Senior Vice President and Sr. Wealth Planning Strategist at Wells Fargo Private Bank
Beverly Hills, California, United States
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Mark Peterson is a highly-experienced senior financial planner, tax preparation expert, and international business graduate from California State Polytechnic University-Pomona. He holds a Master of Science degree in Financial Planning from Golden Gate University. He has worked as a Senior Vice President and Senior Wealth Planning Strategist at Wells Fargo and as a Director of Wealth Strategist at Credit Suisse. Prior to that, he served as VP Financial Planning Services at First Horizon and owned Peterson Financial Services. Throughout his career, he has honed his skills in financial planning, individual income tax preparation and planning, helping clients make informed and profitable decisions. With his well-rounded financial acumen, Mark has worked with a broad range of clients to help them manage their financial matters.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
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