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Geoffrey P
CFP®, ChFC®, Series 63, Series 65
Stockton, CA
RSG Financial Group Inc
Geoffrey Peterson is a CFP® and ChFC® with 22 years of experience in the financial services industry. He has worked at RSG Financial Group, Inc. and Dutcher Insurance since 2008 and previously at Quest Capital Strategies, Inc. from 2004 to 2008. In addition to advisory work, he spends some time marketing and administering insurance products as an agent. RSG Financial Group, Inc. provides financial planning, investment supervisory services, and retirement plan consulting to individuals and organizations. The firm emphasizes individualized investment policies, asset allocation, and uses third-party platforms for implementation and custody, including formal affiliations with a CPA practice and an affiliated insurance company.
Benton P
Series 65
Stockton, CA
RSG Financial Group Inc
Benton Peterson is a financial advisor with RSG Financial Group Inc in Stockton, CA. He holds a Series 65 designation and has recently entered the industry. Prior to his advisory role, he has worked in various positions including at Lodi Unified School District and British Swim School's of America. He is also an independent insurance agent operating a small side business. RSG Financial Group, Inc. provides investment supervisory services and portfolio management to individuals and businesses, utilizing both discretionary and non-discretionary approaches. The firm develops individualized investment policies through client interviews and employs a combination of fundamental and technical analysis, asset allocation, and mutual fund/ETF evaluation.
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