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Hayden P
Series 63, Series 66
Sandy, OR
Finance Wisdom
Hayden Peterson is a financial advisor at Finance Wisdom with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Cross Financial Advisors, and Cambridge Investment Research among others. In addition to advisory work, he operates as an independent insurance producer, assisting clients in obtaining life, disability, and long-term care insurance. Finance Wisdom LLC provides discretionary portfolio management and financial planning services to individuals, families, and businesses. The firm manages approximately $58.4 million across about 128 client relationships, using diversified portfolios structured with low-cost ETFs and mutual funds and applying Modern Portfolio Theory.
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