Meet Our Trusted Financial Advisor Team in Hartford, CT
Lead Financial Planner
Name: Jane Peterson, CFA
Role: Senior Financial Advisor
Bio:
With over 15 years of experience in wealth management, Jane specializes in helping Hartford families achieve their financial goals. She is a Certified Financial Analyst (CFA) and a graduate of the University of Connecticut’s School of Finance. Jane’s expertise lies in retirement planning, tax optimization strategies, and building customized investment portfolios that deliver results.
Wealth Manager
Name: Michael Carter, CFP
Role: Wealth Management Specialist
Bio:
Michael is a Certified Financial Planner (CFP) with a decade of experience advising small business owners and professionals in Hartford. He has a passion for simplifying complex financial concepts and creating actionable strategies for his clients. Outside of work, Michael enjoys volunteering at local financial literacy workshops.
Tax Consultant
Name: Sarah Wong, CPA
Role: Tax Strategy Consultant
Bio:
Sarah brings a unique blend of accounting and financial planning expertise to the team. As a Certified Public Accountant (CPA) with 12 years of experience, she has helped hundreds of clients maximize their tax savings while staying compliant with federal and state regulations. Sarah specializes in estate planning and small business tax strategies.
Client Support Specialist
Name: Emily Sanders
Role: Client Relations Manager
Bio:
Emily ensures every client feels supported through personalized service and clear communication. With a background in financial services and customer relations, Emily acts as the first point of contact for new clients, guiding them through our process with care and professionalism.
Contact us Today!
At Financial Advisor Hartford, we believe that building trust and fostering strong relationships are key to your financial success. Our dedicated team of financial advisors in Hartford, CT, is here to guide you every step of the way, offering personalized strategies and expert insights to help you achieve your goals. Ready to take the next step in your financial journey? Check our financial services to schedule a consultation and experience the difference of working with a team that truly cares about your success.