Dr. Jim Petersen PhD, MSM, MSFS, CFP®, CLF®, ChFC®, CLU®, RICP®, CRPC®, CAP®, CASL®, AEP® entered the financial services industry in 1983 and served in multiple positions in both the field and Home Office of his company retiring on December 31, 2018. Jim is a seasoned executive with almost 36 years of experience in the investment and financial services industries,
Before joining the financial services industry, Jim was a commissioned officer in the United States Navy where he served seven years on active duty as a nuclear submariner and retired from the Naval Reserves as a Captain (O-6) with almost 22 years of service. His expertise included many aspects of nuclear propulsion and submarine warfare.
Dr. Petersen received his Bachelor’s Degree from the United States Naval Academy and Master’s Degrees in Financial Services (MSFS) and Management (MSM) from The American College. On June 1, 2017, Jim became the first financial services manager to be awarded a PhD in Financial and Retirement Planning from The American College. He is a Certified Financial Plannertm (CFP®), Chartered Life Fellow (CLF®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Chartered Advisor for Senior Living (CASL®), Retirement Income Certified Professional (RICP®), Wealth Management Certified Professional (WMCP®), Chartered Retirement Planning Counselor (CRPC®), Chartered Advisor for Philanthropy (CAP®) and an Accredited Estate Planner (AEP®). Jim is a member of Financial Planning Association (FPA), Financial Services Institute (FSI), GAMA International, and the Fort Worth Estate Planning Council.
He is also a past President of the Alumni Board of The American College, Vice Chairman of The American College Penn Mutual Center for Veterans Affairs (PMCVA), and, previously, a Trustee and Ambassador for the GAMA Foundation. Jim has extensive training experience and teaches leadership for GAMA and is certified by the CFP Board to teach the CFP curriculum
He and his wife, Louise, have three children and two grandchildren. They currently have residences in Fort Worth, TX and Orlando, FL.