Austin L. Peterson, CFP<sup>&reg;</sup> - Financial Advisor

Austin L. Peterson, CFP®

CLU®, MBA

Co-Founder / Financial Planner

Backbone Planning Partners

3125 E Linda Lane
Gilbert, AZ 85234
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General

Austin Peterson is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Backbone Planning Partners in Gilbert, AZ and the surrounding communities.

Financial Advisor Overview

Backbone Planning Partners was founded with one clear idea: business owners aren’t just another client type. Their businesses are their lives. We understand that because we've been there. Our approach goes beyond financial plans - it starts with knowing who you are, what you’ve built, and where you're headed.

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Financial Advisor Experience

Austin Peterson is a Comprehensive Financial Planner out of Scottsdale, AZ. Austin began his career in financial services in 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA. After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining former broker/dealer Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a CERTIFIED FINANCIAL PLANNERTM Professional and Chartered Life Underwriter. In 2021, Austin received two additional designations as a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses and Certified Plan Fiduciary Advisor (CPFA®) to develop and implement comprehensive retirement plans. That same year, Austin and Landon merged their practices and founded Backbone Planning Partners in an effort to better serve their clients and have an even greater focus on small business planning. Austin and his wife of 23 years, Robin, have two children, AJ and Ella and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - CBEC® , CPFA™, MBA

Insurance Licenses

  • Life insurance: AZ,CA,CO,FL,ID,ME,NV,NC,TX,UT,VA,WY
  • Health/disability insurance: AZ,CA,CO,FL,ID,ME,NV,NC,TX,UT,VA,WY
  • Fixed annuities: AZ,CA,CO,FL,ID,NV,NC,TX,UT,VA,WY

Broker-Dealer Affiliation

Lincoln Financial Advisors

Broker-Dealer Disclaimer

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FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Limited Partnerships, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs

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Helpful Financial Planning Resources