Risk Management for Retirees

Scott is the founder and principal investment advisor of Peterson Wealth Advisors. He graduated from Brigham Young University in 1986 and has since specialized in financial management for retirees. Scott is the author of Maximize Your Retirement Income and Plan on Living: The Retiree’s Guide to Lasting Income & Enduring Wealth.

Jeff is a Certified Financial Planner™ professional at Peterson Wealth Advisors and has also earned the Chartered Retirement Planning Counselor℠ certification from the College for Financial Planning. He holds a bachelor’s degree in Finance from Utah State University with a minor in Economics.

Alex Call is a Certified Financial Planner™ at Peterson Wealth Advisors. He graduated from Utah Valley University where he majored in Personal Financial Planning and minored in Finance.

Carson Johnson is a Certified Financial Planner™ professional at Peterson Wealth Advisors. Carson is also a National Social Security Advisor certificate holder, a Chartered Retirement Planning Counselor™, and holds a bachelor’s degree in Personal Financial Planning and a minor in Finance.

Josh is one of our Associate Advisors at Peterson Wealth. Josh graduated from Utah Valley University in 2022 with a degree in Personal Financial Planning and is an Accredited Financial Counselor.