Jeffrey D. Lindsay CFP®, CRPC®

Investment Advisor

Jeff is a Certified Financial Planner™ professional and has also earned the Chartered Retirement Planning Counselor certification from the College for Financial Planning. He holds a bachelor’s degree in Finance from Utah State University. Jeff’s passion for retirement planning began when he took a retirement planning course in college. He has been fascinated with retirement planning ever since.

Jeff is happily married to his wife Becca and has five children. In his spare time, he enjoys music and likes being involved in singing groups.

 

We asked Jeff:

 

What would you want a prospective client to know about Peterson Wealth Advisors?

 

We are expert retirement income planners. We build a plan based upon a client’s goals and then we manage according to that plan. We take a disciplined approach to investing, we aren’t swayed by the news of the day and we don’t chase yesterday’s returns.

We work to understand a client’s needs, then we try to put ourselves in their place by thinking about what we would do if we were in their situation. If you are thinking about retiring or are retired, we are here to help.

 

What is your goal for every Peterson Wealth Advisors client?

 

The goal is to have a good plan for each client, for them to understand the plan and then to follow the plan throughout their retirement.

 

What do you enjoy about working with clients?

 

Every client has their own unique situation and circumstances. I love digging into the details with clients and understanding their financial life then adding value. I enjoy getting to know different people and working with them over a lifetime.

Talk to Jeffrey