LAKE OSWEGO, OR, OCT 31, 2023— Aldrich Wealth is honored to announce that Kathy Peterson, Senior Retirement Plan Consultant, was recognized by the National Association of Plan Advisors as one of the 2023 Top Women Advisors. This is the first year Peterson has been named in the list of All-Stars category, which honors top performers that have their own practice.
Since joining Aldrich Wealth in 2019, with more than 17 years of experience in the financial industry, Peterson has provided guidance to 401(k) retirement plan committees to help them understand investments, compliance, fiduciary responsibility, and administration for corporate retirement plans.
She also provides ongoing employee education to plan participants. In addition to Peterson’s individual recognition, the firm’s advising team has also been named for five consecutive years one of NAPA’s Top Defined Contribution (DC) Advisor Teams.
“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.
Aldrich Wealth LP is a fee-based Registered Investment Advisory firm that provides a comprehensive and customized financial services suite to individuals, businesses, and trusts. These integrated services offer clients the opportunity to grow and preserve their personal and business wealth. Aldrich Wealth’s services weave together goal-based wealth management, financial and estate planning, and tax planning and preparation. Aldrich Wealth’s Corporate Retirement Plans services include investment management, recordkeeping consulting, fiduciary governance services, and employee education services. Aldrich Wealth is part of the Aldrich Group of Companies, including Top 100 Accounting Firm, Aldrich CPAs + Advisors, Aldrich Benefits, Aldrich Retirement Services, Aldrich Technology, and Aldrich Capital.
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