Steve Peterson
Vice President, Senior Financial Advisor
800 E Colorado Blvd
Pasadena, CA 91101
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

Steve Peterson joined Merrill Lynch Wealth Management as a Financial Advisor in 2009 following 24 years of experience as an officer at a boutique money management firm located in Southern California. He obtained his Bachelor of Science Degree in Finance from California State University, Los Angeles. He earned the Chartered Financial Consultant® and the Chartered Retirement Planning CounselorTM designations. He holds the Series 7 and the Series 66 FINRA registrations. Steven focuses on working with individuals and local businesses, constructing holistic wealth planning with components such as retirement planning, estate planning services, college funding, insurance, investments, professional money management, asset allocation, and executive planning. He meets with clients to review their current financial situation and discusses long and short-term objectives. He will then analyze the information, determine which strategies will work best for their situation, and tailor a plan specifically to help meet their financial needs and goals. Finally, after the plan is implemented, he will meet with them on a regular basis to uncover any changing needs they may have and to adjust their plan accordingly.

*Merrill Life Agency's California License Number 0522776 
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

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Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Steven Peterson is registered to do business in AR, AZ, CA, CO, FL, IL, MA, NC, NJ, NV, NY, OR, TX, UT, WA.