Bellevue, Washington, United States
Since 1995, I've worked with high net worth individuals, families, and businesses to help build, manage, protect and transfer their wealth. I graduated summa cum laude from The University of St. Thomas in Minnesota (BA Finance), studied abroad at Osaka Gakuin University in Japan, and earned an MBA from the University of Washington. I am a Chartered Financial Consultant® (ChFC®), and a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. I am fluent in Japanese, Taiwanese (Hakka), and conversational Mandarin Chinese. Education and giving back to the community are important to me--I've taught MBA finance courses at Seattle University's Albers School of Business and Economics, and I'm proud to have served on the board of Friends of Youth, a non-profit organization that provides services to youth and their families. My wife and I have two children and reside in Kirkland, Washington, where we are active in our kids' schools and sports activities. Please visit my website at http://HauthKuPetersonPWMG.com for information about my practice and the services I provide to my clients. Please contact me by e-mail at [email protected] or by phone at 425-362-1823. I cannot respond to messages through LinkedIn. This information is intended for use by residents of AK, AR, AZ, CA, CO, FL, GA, IA, IL, KS, MA, MD, MI, MN, MT, NM, NV, NY, OR, TX, UT, VA, WA, and WI only. CA Insurance License #0K02780. Resident State: WA /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Financial Planning