David Petersen

CFP®, MBA, RICP
Financial Advisor
Wealth Manager

Dave started his career in the financial services industry in 1996 and specializes in Retirement Planning & Investments. He received a BA in Humanities from BYU in 1993, a BS in finance from the University of Utah 1996 and earned his MBA from Westminster in 2002. Dave has also earned a designation as a CERTIFIED FINANCIAL PLANNERTM professional.

Dave’s personal interests include skiing (part-time ski instructor at Deer Valley since 1990), hiking, camping and tennis. Dave and his wife, Shelley, are the parents of 5 children (3 boys and 2 girls).


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.