A complete list of active advisors currently associated with Peterkin Financial, LLC

Warmer can help you find a great advisor at Peterkin Financial, LLC or one who fits your needs even better.

Peterkin Financial is a small independent registered investment adviser that serves individuals, high‑net‑worth clients, trusts, estates and small businesses with integrated financial planning and investment advisory services. The firm provides portfolio oversight and planning while recommending unaffiliated independent managers to implement investment strategies. The firm typically operates on a non‑discretionary basis — reporting roughly $24.5 million in non‑discretionary assets and no discretionary AUM — and does not execute trades for clients itself; instead it identifies and vets independent managers, obtains client approval for manager engagements, and maintains read‑only access for ongoing monitoring. Financial planning is integrated into client relationships and the firm conducts periodic reviews and one‑year planning engagements to align manager allocations with client goals. Compared with many peers, Peterkin Financial offers public education services including keynote speaking, general workshops and a hands‑on “financial boot camp” for DIY investors, a service the firm highlights alongside its advisory work. The firm’s principal also maintains insurance agency activities and has authored a personal finance book, and the firm emphasizes oversight and due diligence of third‑party managers rather than direct trading or custody of client assets.

To learn more about the advisors currently working at Peterkin Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Nicole Peterkin	Encinitas, CA	15

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