Joshua Peterson
Wells Fargo Advisors
Phoenix, Arizona
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PHXwmg.com
Professional Profile
Call Me When
You are ready to design an investment plan as you prepare to sell your business
Professions
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Charitable giving
Employee benefits
ESOPs
Estate planning
Family business
Fiduciary
Investments
Philanthropy
Retirement
Life Coaching
Exit/Transition Planning
Professional Certification
CFP
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Advisor Resource Relationships
EPI
Chapter information
Membership
Phoenix Sponsor
Member since
New Member
Why I'm a Member of XPX
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