Cathleen Petersen Financial

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14583 Big Basin Way
Saratoga, CA 95070
+1 (408) 741-1412
https://www.cathleenpetersen.com

Cathleen Petersen Financial, located in Saratoga, CA, offers a holistic approach to financial planning tailored to meet the individual needs of its clients. With a focus on wealth and asset management, strategic tax planning, and audit representation, the firm aims to proactively prepare clients for their financial futures.

Since its establishment in 1983, the firm has served a diverse clientele in the San Francisco Bay Area and beyond, providing expert advice on personal investment, tax preparation, and comprehensive wealth planning. Led by Cathleen Petersen, an enrolled agent with the IRS, the company is committed to delivering timely and accurate solutions for its clients' financial challenges.

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United States›California›Saratoga›Cathleen Petersen Financial

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