David Peterson

David Peterson, CFP®


David Peterson is a Managing Director with United Capital Financial Advisors. David received his Bachelor’s Degree from Texas Tech University in 1982 and his Law Degree from Washburn University School of Law in 1985, where he was a member of the Law Journal. David is the former President and CEO of Peak Capital Investment Services, which joined United Capital in 2011.

In addition to being an attorney, David is a CERTIFIED FINANCIAL PLANNER practitioner, having received that certification in 2003. He was named United Capital’s Managing Director of the Year for 2012. David is frequently quoted in financial publications, such as The Wall Street Journal and Financial Advisor Magazine, and he was the subject of a cover story in the April 2007 edition of Boomer Market Advisor. David has also appeared on local television and radio stations and on FoxBusinessLive.com. Finally, David is a frequent speaker on all aspects of financial planning, but especially retirement planning.

David’s mission is to help his clients build and maintain wealth and assist them in achieving their financial goals and objectives by providing sound financial guidance through a thoroughly objective process.

Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.