Tri-City Regional Chamber of Commerce
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MEMBER NEWS

Petersen Hastings Recertified by Center for Fiduciary Excellence (CEFEX) for 12th Straight Year

1/24/2020

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Petersen Hastings in Kennewick, Washington is honored to announce our recertification from the Center for Fiduciary Excellence (CEFEX) for the 12th straight year. This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment as it signifies conformity to a recognized global standard of fiduciary excellence. 

The CEFEX certificate requires that advisors undergo annual fiduciary assessments conducted by the program’s expert analysts to ensure they are upholding fiduciary standards and that practices are in place in order to achieve cultural excellence, supported by documented and structured processes. The CEFEX Fiduciary assessment, in detail, includes administrative review, analyzes structure systems and reporting – where conflicts of interest may be addressed, analyzes risk and characteristics of the portfolio, and samples client deliverables. Because of this, advisors are better able to manage client portfolios and expectations through education, reporting, and disclosure. 

“CEFEX is pleased to once again, include Petersen Hastings amongst an elite group of investment advisors who have demonstrated adherence to professional practices that define a standard of fiduciary excellence,” said CEFEX Managing Director, Carlos Panksep. “They have earned the right to use the CEFEX Mark which indicated the firm’s established practices are aligned with investors’ interests and worthy of trust and confidence.”

“Embracing the fiduciary standard has been and continues to be a pillar of the Petersen Hastings mission, and we are excited to be one of the few firms in the country that have been CEFEX certified as fiduciaries for over ten years,” said Matthew Petersen, Chief Compliance Officer. “We have been able to achieve this through our entire team’s dedication to putting the interest of our clients ahead of our own.“

Petersen Hastings is a Registered Investment Advisor located in Kennewick, WA. As a primary fiduciary, Petersen Hastings serves committed investors with complex financial needs. Our multigenerational team of experienced and credentialed professionals delivers innovative solutions through The Trusted Financial PathTM to enhance and preserve wealth.

For additional information contact Scott Sarber at 509-735-0484 or scotts@petersenhastings.com.
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Copyright © Tri-City Regional Chamber of Commerce. All rights reserved.
7130 W Grandridge Blvd., Suite C, Kennewick, WA 99336 USA
Phone: (509) 736-0510 |  Fax: (509) 783-1733 
info@tricityregionalchamber.com
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Photos used under Creative Commons from The National Guard, Gamma Man, US Department of Education, U.S. Secretary of Defense, Tony Webster, jalexartis, Blue Mountains Library, denisbin, Baker County Tourism
  • Benton Co. Business Resource Initiative
  • MEMBERSHIP
    • Membership Directory
    • Member Login
    • Join the Chamber
    • Membership Features
    • Sponsorship Opportunities
    • Stakeholder, Leader, & Growth Level Members
  • EVENTS
    • Chamber Calendar
    • Annual Events >
      • Annual Meeting & Awards Luncheon >
        • Business on a Roll Nomination Form
      • Women in Business Conference
      • State of the Cities
      • Tri-Cities Diversity Summit
      • Elected Leaders Reception
      • Tri-Cities Day with the Seahawks
      • Tri-Cities Day at the Capitol
      • Bridging Partnerships Small Business Symposium
    • Monthly Membership Luncheon
    • Business After Hours
    • Meet the Chamber
    • Speaking Opportunities
  • PROGRAMS & SERVICES
    • BUSINESS PROGRAMS >
      • Ask the Experts
      • Economic Gardening
      • Office Depot Savings Program
      • Small Business Incentive Program
    • Workforce & Education >
      • Tri-Cities Regional Career Signing Day
      • Washington Workforce Portal
    • myTRI 2030
    • Business Advocacy >
      • Public Policy Guiding Principles
      • Business Advocacy Letters
      • Session Spotlight
      • Vote for Business
      • TRI-CITIES LEGISLATIVE COUNCIL 2022 LEGISLATIVE PLATFORM
    • Ambassador Club
    • LEARN Groups
    • Washington PTAC >
      • Meet the Buyer
      • Procurement Power Hour
  • NEWS
    • Press Releases
    • Blog
    • Member News
    • Annual Report
    • eBlast Advertising
    • Email Updates
  • ABOUT US
    • Contact
    • Our Leadership
    • Our Team
    • Committees
    • Policies
    • Our Partners >
      • TRIDEC
      • Visit Tri-Cities