On July 31st, Petersen Hastings was proud to announce the addition of Andrew Perez as an Associate Wealth Advisor for the firm. A class of 2023 graduate from Central Washington University, Andrew earned a Bachelor of Arts degree in Business Administration, specializing in Personal Financial Planning. As an Associate Wealth Advisor at Petersen Hastings, Andrew will assist the Advisory Team in managing existing client relationships and supporting their development of new client relationships. The firm's guiding cultural pillars, which encompass doing the right thing, putting our best foot forward, and being growth minded, closely align with Andrew's personal values. This alignment of values ultimately led him to Petersen Hastings.
“It is very exciting to see our firm continue to expand as we welcome Andrew to his position at Petersen Hastings,” said Matt Neff, Director of Advisor Services. “Andrew is a recent graduate from Central Washington University’s degree program specializing in Personal Financial Planning. It is exciting that a regional university is offering a specialized degree to better prepare individuals like Andrew to enter our industry with values that align with ours, such as placing the client’s needs first. With Andrew’s experience and education in personal finance, as well as his passion to serve, I am confident that he will not only be a great advisor, but also an educator and an advocate for our clients.”
Andrew’s unwavering enthusiasm and dedication to empowering people with financial knowledge has been ingrained in him for as long as he can remember. He has a deep-rooted passion for guiding individuals towards financial education, no matter how intricate their circumstances may seem. Andrew strives to bridge the gap, ensuring everyone knows that there are avenues to seek assistance and gain a comprehensive understanding of their financial well-being.
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