- Education
- Summa Cum Laude from Southern Utah University, B.S. in Finance, Purdue University, M.S. Finance
- Fun Fact
- Father of twins
- Favorite Quote
- “The best time to have a good financial plan was 20 years ago. The next best time is today.”
Meet Kaden
A short introduction, in their own words.
I’m Kaden, and I’ve been an advisor at Peterson Wealth Advisors for nearly 3 years. Early in my college education, I discovered a love for all things personal finance. Growing up, I knew my parents were savers who were frugal and smart with money, but they kept those savings in certificates of deposit (CDs) or a savings account. When I was in college, I remember reviewing a graph comparing stock performance against bonds, CDs and other savings vehicles. I realized then how much potential growth my parents had missed out on because they were not familiar with and did not get help to invest. After that, I felt drawn to educate others and guide them toward wise financial decisions and help them avoid a similar fate.
Now, I enjoy building relationships with my clients. I take an educational approach, helping clients understand why I’m making a particular recommendation. Being able to help someone through a financial situation where they don’t understand or provide the guidance they need to make confident decisions is my favorite part of my job.
My favorite client story
I had clients who had heard about doing Qualified Charitable Distributions (QCD) from their IRA to charities, but they chose to continue making their donations in cash. It was what they had always done, and they didn’t see a reason to change.
I laid out the strategies side by side (QCD from IRA vs cash donation) to show them how utilizing the QCD would impact their taxes and how that would trickle down to their monthly cash-flow. When they saw that, they realized that they could save nearly $2,000 per year in taxes, which would add nearly $200 more in cash flow each month. When they understood the benefits, they saw it was worth changing how they made their donations to charities, and they became excited about switching over.
I have been married for over 20 years to my beautiful wife. Together, we have five children. I enjoy travelling with my wife, playing board games, pickleball, and supporting my favorite sports teams (BYU and the Jazz).
A few questions
- What would I want a perspective client to know about Peterson Wealth?
- We are Fiduciary advisors. What this means is that we are not paid commissions or incentivized to recommend any specific product or solution. Without those potential conflicts of interest, you can trust that what we recommend is truly in your best interest. We will help you set up a plan to help you maintain your lifestyle, achieve your retirement goals, and give you peace of mind knowing you will not outlive your savings. Our team will be at your side to help you make any adjustments to your plan as things change.
- What do you enjoy about working with clients?
- Through my education and experience, I have acquired a lot of knowledge in the field of Personal Finance. I love explaining things to people in a way that they can understand so that they understand the why as well as what I am recommending. I know my parents, like most retirees, did not have a full grasp of the things to be cautious about and the best ways to proceed when they transitioned into retirement. I want to help others avoid potential pitfalls so that they can minimize taxes, increase their investments, and live their dreams.
Ready for a conversation?
Schedule a complimentary Retirement Income Strategy session with one of our advisors.