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MEMBER PROFILE

 

Kim Petersen

Checchi Capital Advisers

 

Member profile details

Membership level
Houston Individual
First name
Kim
Last name
Petersen
Title
Managing Director
Company
Checchi Capital Advisers
XPX Chapter Email Lists
  • Houston News & Events
 

CONTACT INFORMATION

City
Houston
State
Texas
 

PROFILE INFORMATION

Call me when
A business owner or C-suite executive is faced with difficult decisions - typically contemplating a life event or transaction. We help them navigate these inflection points, bring clarity and make things simpler so it's easier for them to make decisi
Profession
  • Wealth Manager
Functional Expertise
  • Business development
  • Estate planning
  • Exit/Transition Planning
  • Fiduciary
  • Financial Modelling
  • Retirement
  • Risk management
  • Strategic planning
  • Transaction advisory
Client Industry(ies)
  • Financial Services
Professional Certification(s)
Series 65
In Business Since
2007
LinkedIn profile link
linkedin.com/in/kim-petersen-485aa019
Business Focus
Wealth Advisory
Advisor Resource Relationships
  • AM&AA
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