Financial Advisor, CFP®, CIMA®
Brady Petersen
Brady joined Larson Financial Group in 2011 to help physicians with their personal financial planning. He currently resides in Pittsburgh, PA and assists clients locally and on a national scale. Brady serves his clients by providing comprehensive planning through an independent viewpoint. He is a speaker to practicing physicians and residency/fellowship groups. Brady is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Investment Management Analyst® consultant. Brady also holds his Series 7, Series 66, Series 63 and his Life and Health Insurance licenses.
Brady recognizes physicians can have difficult schedules that can result in a neglected work/life balance. By helping with the financial aspect, Brady’s goal is for his clients to have more time to spend on what is most important to them. He emphasizes putting the client’s needs first and letting the client’s goals guide the financial planning process.
Brady resides in the East Liberty neighborhood of Pittsburgh with his wife and enjoys spending time with friends, grilling, being involved with his local church and exploring Pittsburgh. When time allows, he enjoys international travel. Brady is originally from the Chicago suburbs, and in full transparency, he doesn’t pay much attention to Pittsburgh sports.
Check the background of this investment professional on FINRA’s BrokerCheck.
Contact Info
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Fort Wayne
4105 W Jefferson Blvd
suite 3
Fort Wayne, IN 46804
United States -
Phone
(412) 584-0449