A veteran of the financial services industry, Austin Peterson has dedicated his career to helping clients toward achieving greater financial independence. With over 18 years of experience, his extensive background includes working at leading firms across the financial world, including Pacific Life Insurance Company, Oak Tree Management Group, Symetra Life Insurance Company and many others. In founding his own firm, Backbone Financial, Austin sought to focus his expertise on providing clients with a truly personalized financial planning experience.
Having earned an MBA and CERTIFIED FINANCIAL PLANNER™ (CFP®) and CHARTERED LIFE UNDERWRITER™ (CLU®) designations, Austin holds the educational degree and certifications necessary to truly understand his clients' needs and guide them appropriately toward meeting their business and financial goals. While he thrives in a spectrum of services, he specializes in helping business owners, their executives, and families toward achieving their most valued financial goals. Whether providing corporate retirement plans, estate planning, business succession plans, or custom retirement income strategies, Austin always keeps his clients’ best interests at the heart of his process.
A graduate of California State University,Fullerton, Austin earned his MBA from Brigham Young University. In addition to working with investors, he has also helped train many advisors to help meet the needs of their clients. While managing his own practice, Backbone Financial, he also counsels with and partners with advisors associated with Lincoln Financial Group that live in the western half of the United States on partnering with third party relationships to better serve their joint clients.
Outside of the office, Austin enjoys competing in triathlons, playing a round of golf, snowboarding, surfing, and watching sports. Most of all, he looks forward to spending time with his wife and kids.