JUSTIN PETERMAN

I help my clients work toward the goal of the financial confidence they are looking for so they can enjoy doing the things they love to do. I do this by developing strategies that are aligned with their financial and personal goals. Because the strategies I provide are holistic, I work closely with my clients’ tax, legal and other professionals to create an assessment of their financial and personal goals.

To bring expertise designed to guide you with your financial well-being, I attained the prestigious CFP® certification from Emory University. As a Certified Financial Planner™ professional, the comprehensive nature of my practice is poised to quickly identify the opportunities and weak links in your current financial position. My process is designed to anticipate life’s transitions both expected and, often, more importantly, the unexpected. We start with an assessment of where you currently stand, identify where you want to go (i.e., the lifestyle you would love to live) and then create a strategy to help get you there.

I do not take my responsibilities as your advisor lightly. I believe it is important to bring wise stewardship to our relationship so that your money provides you with a life that is more meaningful, fulfilling, impactful and enjoyable.

To make my life more enjoyable, I enjoy spending time with my wife, Maria, our daughter, Gabriela, who is a competitive swimmer and youth sailor, our son, Liam, who enjoys swimming and playing tennis, and our dog, Luna.

We like to travel, read and be outdoors as much as possible. Currently, I am serving on the executive committee of the Racine Art Museum board. I have been a member of St. Rita Parish and Racine Founders Rotary since 2015, and I am a past board member of the Racine Symphony Orchestra.

I have been a financial advisor for more than 10 years and previously worked at Edward Jones. I joined Raymond James in November 2022, drawn by the firm’s long history of putting clients first and its breadth of resources – sophisticated wealth planning expertise, robust planning, investment resources and leading-edge technology.

I graduated from Carthage College with a Bachelor of Arts degree in business administration. While a student at Carthage College, I studied in Buenos Aires, Argentina, and Guatemala City, Guatemala, to deepen my understanding of foreign economics and global business practices.

I help my clients work toward the goal of the financial confidence they are looking for so they can enjoy doing the things they love to do. I do this by developing strategies that are aligned with their financial and personal goals. Because the strategies I provide are holistic, I work closely with my clients’ tax, legal and other professionals to create an assessment of their financial and personal goals.

To bring expertise designed to guide you with your financial well-being, I attained the prestigious CFP® certification from Emory University. As a Certified Financial Planner™ professional, the comprehensive nature of my practice is poised to quickly identify the opportunities and weak links in your current financial position. My process is designed to anticipate life’s transitions both expected and, often, more importantly, the unexpected. We start with an assessment of where you currently stand, identify where you want to go (i.e., the lifestyle you would love to live) and then create a strategy to help get you there.

I do not take my responsibilities as your advisor lightly. I believe it is important to bring wise stewardship to our relationship so that your money provides you with a life that is more meaningful, fulfilling, impactful and enjoyable.

To make my life more enjoyable, I enjoy spending time with my wife, Maria, our daughter, Gabriela, who is a competitive swimmer and youth sailor, our son, Liam, who enjoys swimming and playing tennis, and our dog, Luna.

We like to travel, read and be outdoors as much as possible. Currently, I am serving on the executive committee of the Racine Art Museum board. I have been a member of St. Rita Parish and Racine Founders Rotary since 2015, and I am a past board member of the Racine Symphony Orchestra.

I have been a financial advisor for more than 10 years and previously worked at Edward Jones. I joined Raymond James in November 2022, drawn by the firm’s long history of putting clients first and its breadth of resources – sophisticated wealth planning expertise, robust planning, investment resources and leading-edge technology.

I graduated from Carthage College with a Bachelor of Arts degree in business administration. While a student at Carthage College, I studied in Buenos Aires, Argentina, and Guatemala City, Guatemala, to deepen my understanding of foreign economics and global business practices.