Kevin Peterson, CFP®
Helping clients achieve the retirement they deserve.
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Connect Wealth
Kevin Peterson, CFP®
Annapolis, MD
Serving Clients Nationwide
Helping clients achieve the retirement they deserve.
Areas of Focus
- Alternative Investments
- Divorce Financial Planning
- Estate Planning
- Financial Life Planning
- Inherited Wealth
- Investment Management
- Loss of Spouse or Partner
- Retirement Planning
- Social Security
- Taxes
About Me
Kevin Peterson’s primary focus is on implementing trusted strategies to achieve his clients’ wealth planning goals. He enjoys working with clients in all areas of their financial lives to create simple and efficient solutions.Kevin began his career as a financial advisor at AIG in 2011 and brings over 13 years of wealth planning experience to the team at Connect Wealth. Prior to working in wealth management, Kevin founded and ran multiple companies in real estate and other industries.
Kevin graduated from the University of Maryland at College Park’s Robert H. Smith School of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Kevin lives in Annapolis, Maryland, with his wife, Anne Marie, and their four children. In his free time, you will find him coaching the Broadneck High School golf team and occasionally hitting a few balls himself. He also serves as board president for a local nonprofit, Estuary.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Primary Location
888 Bestgate Rd, Suite 419 Annapolis, MD 21401
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a time for us to chat. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
At Connect Wealth, our goal is to help clients simplify their financial lives so they can focus on what is important.We work with you to help create solutions for your wealth so your finances can become a source of empowerment, instead of point of anxiety and stress in your life.
Our core values to help you accomplish this:
1. Authenticity: Authenticity is paramount for us at Connect Wealth, reflecting our dedication to genuine, personalized interactions that foster deep client relationships based on mutual understanding and sincerity.
2. Trust: We believe trust is the cornerstone of every successful partnership, underpinning our unwavering commitment to transparency, ethical practices, and accountability in managing our clients’ financial affairs.
3. Friendship: For us, friendship extends beyond mere professionalism; it embodies our ethos of building lasting, supportive relationships with each other and with our clients, rooted in empathy, loyalty, and a shared commitment to financial well-being.
Investment advisory services are offered through Mariner Platform Solutions (“MPS”), an SEC registered investment adviser. Connect Wealth and MPS are separate entities. For additional information about MPS, including fees and services, please contact MPS or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).
Education
University of Maryland, Bachelor of Science - BS, Business
Hobbies and Interests
- Family
- Golf
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
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