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.


Jeffrey Lindsay
Partner & Senior Investment Advisor
Peterson Wealth Advisors
United States, Utah, American Fork
About Me
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
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