Jeffrey S. Petersen, CFP®

Financial Advisor

Jeff brings over four years of financial services experience to WESCAP Group.

Jeff is a CERTIFIED FINANCIAL PLANNERTM professional and a graduate of San Jose State University where he received his Bachelor of Science in Economics. Jeff also has a certificate in Financial Planning from UCLA Extension.

After joining WESCAP in 2017, Jeff has been responsible for running retirement projections and working the trade desk.
Jeff lives in Orange County with his girlfriend Christianna and their two dachshunds Moose and Meli. He enjoys basketball, baseball, golf, surfing and camping.