Kim Petersen
Checchi Capital Advisers
Houston, Texas
Contact
How to contact
kpetersen@checchicapital.com
Professional Profile
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
Professions
Wealth Manager
Functional Expertise
Business development
Estate planning
Fiduciary
Financial Modelling
Retirement
Risk management
Strategic planning
Transaction advisory
Exit/Transition Planning
Business Focus
Wealth Advisory
Professional Certification
Series 65
Client Industries
Financial Services
Advisor Resource Relationships
AM&AA
Chapter information
Membership
Houston Individual
Member since
Member for 1 year
Sponsorship Type
Summit Gold
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