Brooke S. Petersen, CFP<sup>&reg;</sup> - Financial Advisor

Brooke S. Petersen, CFP®

ChFC®

Wealth Consultant

Conrad Siegel Investment Advisors

201 Granite Run Dr, Suite 130
Lancaster, PA 17601
FINANCIAL ADVISOR'S WEBSITE
(717) 727-7500 CONNECT WITH Brooke
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General

Brooke Petersen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Conrad Siegel Investment Advisors in Lancaster, PA and the surrounding communities.

Financial Advisor Overview

When it comes to your money, you want to invest with a partner who will invest in you. Conrad Siegel is an investment advisory firm independent of any financial institution, striving to provide truly objective advice with your interests first. Transparency, fiduciary oversight, and fee-for-service.

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Financial Advisor Experience

Brooke is a wealth consultant specializing in asset management and financial planning for individuals and families. He works one-on-one with each client to develop custom plans that help them achieve their goals such as retirement, investment allocation, risk management, college savings, and estate planning. Brooke began his financial services career over 20 years ago in New York City, spending more than a decade with JP Morgan’s Asset Management division, where he rose to Vice President managing fixed income portfolios. His career path eventually brought him to central Pennsylvania as a financial advisor for Merrill Lynch. Brooke discovered a special niche as he excelled in his role, working mostly with high net worth individuals. Brooke ultimately brought this passion to Conrad Siegel, and has been indispensable to our individual investment clients ever since.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: PENNSYLVANIA
  • Health/disability insurance: PENNSYLVANIA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Investment Management, Employee Benefits, Mutual Funds, Retirement, Sudden Wealth

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Helpful Financial Planning Resources