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Edward Jones - Financial Advisor: David S Peterson, AAMS™
- 12750 Carmel Country Rd Ste 208, San Diego, California, 92130
- +18585230210
- https://www.edwardjones.com/us-en/financial-advisor/david-peterson
About Edward Jones - Financial Advisor: David S Peterson, AAMS™
Established January 2011
Carmel Valley financial advisor, David Peterson of Edward Jones, provides financial consulting services. David can help you prepare for retirement, save for education and be a tax-smart investor. Greetings! My name is David Peterson and I've been helping families work toward financial freedom with Edward Jones since 2011. I've obtained the advanced practice designation of Accredited Asset Management Specialist™* and complete annual continuing education courses to stay on top of my craft. Outside of Edward Jones, I am a member of Lions Club International and an Ambassador with Kids Alive International charity. I have an incredible branch office administrator in Hengameh Bashar, who has partnered with me since 2014. We love our clients and truly enjoy the relational aspect of the business.
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