Dante Peterson
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602-279-2020
Dante is part of the Advisory Team at TMD, working with high-net-worth individuals and families across asset allocation, investment implementation, cash flow, and financial planning needs. He is passionate about building long-term relationships and understanding clients’ needs to help them reach their financial goals.
Dante was raised in Kansas City before moving to Phoenix to attend Arizona State University. He graduated Magna Cum Laude with a degree in Financial Planning and recently passed the CERTIFIED FINANCIAL PLANNER™ exam. Upon completion of the experience requirement, Dante will join his other colleagues in holding the CFP® marks. Dante started at TMD in June of 2021 and has gained a deep understanding of the process and implementation of TMD’s financial planning services throughout his time here.
Primary Duties at TMD Wealth Management
- Facilitates tax, retirement, estate, and other financial planning strategies for our clients
- Monitors our clients’ progress towards their specific financial goals
- Coordinates with our clients’ other advisors on wealth planning strategies