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Christopher P
CFP®, Series 66
Crossville, TN
Core Planning
Christopher Peterson is a CFP® professional with 19 years of industry experience. He has worked at Core Planning, LLC since 2025 and previously operated Peterson Wealth Advisory, LLC for 18 years, as well as a one-year tenure at Merrill. Core Planning is a multi-team firm providing fee-only financial planning and wealth management primarily for individual and high-net-worth clients, offering services that include discretionary and non-discretionary portfolio management as well as ERISA 3(21) retirement-plan advisory. The firm uses model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives and risk tolerance.
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