Lisa R. Peters, CFP^®

CDFA

Principal/Advisor

Private Ocean Wealth Management

1700 Westlake Ave N, Ste 325
Seattle, WA 98109

FINANCIAL ADVISOR'S WEBSITE

http://www.privateocean.com

(206) 729-1700

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We believe investment and planning advice is best delivered through an hourly fee or quarterly fee basis so as to minimize conflicts of interest.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$2,000,000

General

Lisa Peters is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Private Ocean Wealth Management in Seattle, WA and the surrounding communities.

Financial Advisor Overview

For over 27 years, I have worked with individuals and families to plan through many transitions - career change, retirement, divorce, and loss of a partner or spouse. An exceptional advisor listens to concerns, helps identify opportunities and risks, suggests proactive, practical solutions, educates and provides prospective on the long term investment plan, putting the client's interest first. At Lakeview my colleagues and I formed a collaborative group of focused, talented and caring individuals who aspire to do all of those things and more.

Financial Advisor Experience

I obtained the Certified Financial Planner designation in 1985. I have spoken in front of Puget Sound area Family Law attorneys about the financial impact of divorce, appeared in Elle magazine, have been interviewed on KIRO radio and Q13-Fox News. I am proud to be born and bred in Iowa, but left to finish a degree in International Business and Finance at NE University in Boston. After moving to Seattle to start my career, I met and married my husband, who shares my interest in skiing, cycling and music.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Certified Divorce Financial Analyst (CDFA)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Registered Representative of, and securities and some advisory services offered through Cetera Advisor Networks, LLC, member SIPC. Financial Planning and some advisory services are offered through Lakeview Financial Group, a Registered Investment Adviser. Lakeview Financial Group and Cetera Advisor Networks, LLC are not affiliated companies.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Retirement, Sudden Wealth, Nontraditional Households