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FINANCIAL ADVISOR

Ken Petersen

CA License No. 512558
CLU®, ChFC®

A partner of Tax & Financial Group, Ken has been with the firm since 1976. He specializes in Estate Planning, Deferred Compensation, and Insurance Strategies for business owners. He also holds Series 6, 7, 22, 63 and 65 Securities Registrations. Ken is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC, member FINRA/SIPC.

Ken graduated from Loyola University of Los Angeles in 1967 and received his Masters Degree in Education in 1971. He has served as a member of the University’s Board of Regents.

Ken has served as President of both a national marketing group and a local association of financial professionals. In addition, he has served as Board Member on several community and state non-profit organizations.

Ken’s main interests in life are his Family, Friends, and Golf. He is married to Andrea and they live in Newport Beach, California. He has two children Scott and Stacy and six grandchildren.

Ken’s primary philosophy in business is:
“In servicing my clients, I shall recommend that course of action or provide that service which, had I been in the same situation, I would have applied to myself.”

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Tax & Financial Group is independent of Cetera.

FINANCIAL ADVISOR

Ken Petersen

CA License No. 512558
CLU®, ChFC®

A partner of Tax & Financial Group, Ken has been with the firm since 1976. He specializes in Estate Planning, Deferred Compensation, and Insurance Strategies for business owners. He also holds Series 6, 7, 22, 63 and 65 Securities Registrations. Ken is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC, member FINRA/SIPC.

Ken graduated from Loyola University of Los Angeles in 1967 and received his Masters Degree in Education in 1971. He has served as a member of the University’s Board of Regents.

Ken has served as President of both a national marketing group and a local association of financial professionals. In addition, he has served as Board Member on several community and state non-profit organizations.

Ken’s main interests in life are his Family, Friends, and Golf. He is married to Andrea and they live in Newport Beach, California. He has two children Scott and Stacy and six grandchildren.

Ken’s primary philosophy in business is:
“In servicing my clients, I shall recommend that course of action or provide that service which, had I been in the same situation, I would have applied to myself.”

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Tax & Financial Group is independent of Cetera.

Make a Life

With Us.

Our advisor’s commitment to developing your financial
strategy is at the forefront of everything we do.

Contact Us

Make a Life

With Us.

Our advisor’s commitment to developing
your financial strategy is at the forefront of everything we do.

Contact Us

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity