- Designations
- Series 65, studying for Certified Financial Planner(R) designation
- Education
- Brigham Young University, B.S. Accounting, minor in Family Studies, currently in BYU Master’s program for Finance
- Fun Fact
- Of the advisors, I am the only one besides Scott who is a BYU graduate! Go Cougars!
Meet Ali
A short introduction, in their own words.
I’m Ali, an Associate Advisor at Peterson Wealth. Every day, I get to work with clients and take uncertainty out of their futures, helping them move forward more confidently. It’s a rewarding way to spend my time.
Before I became a financial planner, people told me that this career was the perfect blend of the technical and the personal. And they were absolutely right! As someone who loves math, strategizing, and learning, I truly enjoy digging through spreadsheets to find the best technical solutions for my clients, and also get such fulfillment in connecting with families each day and helping them live their best retirement. There’s no other career that would allow me to marry these two skills!
My favorite client story
Recently, we had a prospect come in who was very organized in her finances. She came in, laid out all of her notes and spreadsheets, and asked what we could do for her. After explaining the Perennial Income Model™, how it would look in her situation, and how we work to remove any worries about her financial picture, she decided she wanted to come on board.
Just one month later, her husband passed away. In her grief, she was comforted even more than before by the fact that she would not have to think about her financial future on her own. In a time that she could have felt alone and overwhelmed, we were in her corner so she could offload all of that worry.
Originally from Texas, New Hampshire and California, I’m now proud to call the Utah mountains home. I’m the middle of five children and I absolutely love spending time with my family – especially my four nieces and nephews. I also spend a lot of time working out, running, painting, reading, cooking, and spending time at the beach (my happy place!). I’m always on the lookout for great book recommendations, so if you have any, send them my way!
A few questions
- What would you want a prospective client to know about Peterson Wealth Advisors?
- Peterson Wealth Advisors is an honest fiduciary firm dedicated to helping clients enjoy a secure and fulfilling retirement. We offer personalized, comprehensive planning that addresses retirement income, investments, taxes, and more. Our goal is to provide the expertise and peace of mind needed to make your retirement goals a reality.
- What is your goal for every Peterson Wealth Advisors client?
- My goal is to ensure every client has a clear, customized financial plan that aligns with their goals, so they can confidently enjoy their retirement. I aim to build long-term relationships based on trust, providing the guidance needed for a stress-free financial future.
- What do you enjoy most about working with clients?
- I love connecting with clients, hearing their life stories, and helping turn their retirement dreams into reality. It’s fulfilling to collaborate on strategies that allow them to see their years of hard work turn into years of enjoyment. Each relationship is unique, and that’s what makes it so rewarding.
Ready for a conversation?
Schedule a complimentary Retirement Income Strategy session with one of our advisors.