Lead Retirement Plan Consultant
Kathy Peterson, CPFA™, CRPC®, AIF®
Aldrich Wealth LP
- Corporate retirement plans
- Participant education
- Certified Plan Fiduciary Advisor (CPFATM)
- Chartered Retirement Planning Counselor (CRPC®)
- Accredited Investment Fiduciary (AIF®)
Kathy Peterson joined the Aldrich Wealth team in 2019 with more than 17 years of experience in the financial industry. She has worked with retirement plan fiduciaries throughout her career in various roles including investment advisor, education consultant, and as a plan administrator. She is a Chartered Retirement Planning Counselor (CRPC®), Certified Plan Fiduciary Advisor (CPFATM) and an Accredited Investment Fiduciary (AIF®).
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 has delivered education to thousands of participants helping guide them toward successful retirement outcomes. She earned a Bachelor of Arts from the University of Oregon and is a current FINRA Series 65 license holder and a former FINRA Series 6, 7, and 63 license holder.