“It’s an honor to receive this award and to be included by NAPA in such an accomplished group of women in the retirement plan industry,” began Kathy Peterson, CPFA™, CRCP®, AIF®, Senior Retirement Plan Consultant. “This award reflects the truly amazing team I work with at Aldrich Wealth and the focus and commitment we have to serve our clients with distinction.”
The NAPA Top Women Advisors accolade was created in 2015 to acknowledge the contributions of a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession. The list was created by surveying more than 500 nominees on their experience, accomplishments, contributions to the industry, community involvement, and the state of workplace retirement plans.
Peterson received her Bachelor of Arts from the University of Oregon. She holds Certified Plan Fiduciary Advisor (CPFA™), Chartered Retirement Planning Counselor (CRPC®), and Accredited Investment Fiduciary (AIF®) credentials. She has also completed the FINRA Series 65 exams and is a former FINRA Series 6, 7, and 63 license holder.