Senior Retirement Plan Consultant
Kathy Peterson, CRPC®
Aldrich Wealth LP
Kathy Peterson's EXPERTISE
- Corporate retirement plans
- Participant education
- Chartered Retirement Planning Counselor (CRPC®)
Kathy Peterson joined the Aldrich Wealth team in 2019 with more than 17 years of experience in the financial industry. She has worked with corporate retirement plans throughout her career in roles such as investment consulting, participant education, investment management and by working for a plan sponsor. She is a Chartered Retirement Planning Counselor (CRPC®) and has delivered education to thousands of participants as they plan for retirement.
Kathy enjoys assisting employers in the development and ongoing maintenance of their retirement plans and helping them navigate the complex fiduciary and regulatory landscape. She’s passionate about finding ways to improve the participant experience and helping guide successful retirement outcomes. She earned a Bachelor of Arts from the University of Oregon and is a former FINRA Series 6, 7, and 63 license holder.