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Austin P

CFP®, Series 63

Las Vegas, NV

Backbone Planning Partners LLC

Austin Peterson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Backbone Planning Partners LLC. His previous experience includes roles at Lincoln Financial Advisors and LPL Financial LLC. Outside of his advisory work, he hosts a radio show and owns a mattress and furniture surplus business. Backbone Planning Partners provides wealth management and planning services primarily to family-owned and closely held businesses, business owners, and high-net-worth individuals. The firm offers financial planning, asset management, business strategic planning, and succession planning, managing client portfolios across various asset classes on a discretionary basis.

Business ownership considerations Business succession planning Wealth management Private / alternative investments Real estate investing Founder/Business Owner Executive
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