WHO WE ARE
CERTIFIED FINANCIAL PLANNER™ Licenses held: Series 7, 63 Life and health insurance, variable annuity
At Peterson Wealth Services, Tim’s goal is to take every client’s retirement plan and investment portfolio to the next level. We have noticed that a large majority of financial institutions don’t take retirement planning to the depth necessary to help clients reach all of their goals and live the lifestyle they have worked so hard for. He focuses his time and effort on diving deep and understanding the story behind each number in the plan. He then finds ways to bring the retirement planning picture to life for the clients he serves. When he is not building retirement plans he is doing market research and partnering with several investment minds throughout the nation. Having completed his CFP® in 2013, Tim is able to statistically dive into the nuances of portfolio management which helps bring together the art and science of building a well-structured portfolio. Tim is constantly educating himself and looking for ways to be more effective and impactful in his work. Tim was born in San Jose, California and moved to Utah with his family when he was 16. He has been in Utah ever since and currently resides with his wife Jen and his two kids, Jayden and Brooklyn. Tim is a huge Utah Jazz fan and rarely misses a game. He also enjoys being active and loves to play golf, racquetball, and softball. Phone: 801.475.4002 Ext.107 Tim.Gottfredson@raymondjames.com
FINANCIAL PLANNING FOR TOMORROW
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