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Chelsea Peterson, Financial Advisor

FINANCIAL ADVISOR
Chelsea M Peterson

CEPA®
949 South Coast Dr Suite 475, Costa Mesa, CA 92626opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

About Chelsea

As your Edward Jones branch team, we believe it's important to invest our time to understand what is most important to you and to know what you're working toward before you invest your money. Our firm is built on the belief that the best way to do business is on a one-on-one, personal basis. We have an established process to build personalized strategies to help you reach your goals. And we will partner with you throughout your life to help keep you on track.

I grew up watching my father work at Edward Jones helping people plan their financial future so...

Work History

  • Edward JonesJune 2015 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • California Lutheran UniversityBachelor of Science

Personal Interests

  • Personal Fitness
  • Traveling
  • Baseball
  • News & Media
  • Movies & Entertainment

Team Members

  • Brennan Coyle
    Sr. Branch Office Administrator
  • Sally Zajac
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Phone

(714) 929-1072

Fax

(855) 496-5189

Office Address

949 South Coast Dr Suite 475
Costa Mesa, CA 92626opens in a new window

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