Petersen Cathleen Financial Planning

Petersen Cathleen Financial Planning is a trusted financial advisory firm based in Saratoga, CA. With over 40 years of experience, they specialize in providing personalized and holistic financial planning services to their clients. Their team of experts proactively anticipates and prepares clients for the future, offering tailored solutions to meet individual financial goals. From wealth and asset management to strategic tax planning and preparation, Petersen Cathleen Financial Planning is dedicated to helping clients navigate the complexities of personal finance with accuracy and efficiency.

Led by Cathleen Petersen, E.A., a seasoned advisor with extensive knowledge in investment and wealth planning, tax preparation, and financial planning, the firm has been serving premiere Silicon Valley clients since 1983. Committed to providing exceptional service, Petersen Cathleen Financial Planning takes a comprehensive approach to review client holdings, grow wealth, and creatively manage assets. Whether it's assisting with tax audit representation or offering guidance on IRA contributions and tax implications, their team is here to help clients make informed financial decisions and achieve long-term success.

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