CoverProfile

Jeffrey Lindsay

Partner & Senior Investment Advisor

Peterson Wealth Advisors

United States, Utah, American Fork

About Me

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 with a minor in Economics. 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 has been with Peterson Wealth Advisors for the past 10 years. Jeff is happily married to his wife Becca and has five children. In his spare time, he enjoys cycling, scuba diving, and being involved in singing groups.

Profile Information

Partner & Senior Investment Advisor

Peterson Wealth Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

American Fork

Utah

United States

Aug 8, 2024

Work Experience

Peterson Wealth Advisors

Partner & Senior Investment Advisor
Jan 2013 - Present
Email: jeff@petersonwealth.com

More profiles to browse

SP
Scott Peterson
Founder, Chief Executive Officer & Principal Investment Advisor
Profile Photo
Alex Call
Partner & Senior Advisor

You Might Like

RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University