Sabrina Peterson, CFP®, AIF®, CPFA

Sr. Advisor, Retirement Plan Services
Sabrina Peterson Headshot

Fueled by her engineering background, Sabrina provides a highly analytical approach for clients, combining technical knowledge with a conscientious nature. She enjoys finding effective approaches and innovative solutions for retirement plan trustees, investment committee members, and employees participating in their company’s benefit offering. A key professional goal, she says, is helping Alaskan businesses succeed at attracting and retaining talent. 

Sabrina earned an MBA in global finance at Alaska Pacific University to go with her chemical engineering degree from California State University Northridge. She also holds general securities and insurance licenses from the Financial Industry Regulatory Authority and state boards and continues to broaden her skills—achieving the Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), and the Certified Fiduciary Advisor (CPFA) designations. 

Before joining the team in 2009, Sabrina was a consultant specializing in 401(k) and 403(b) retirement plans for Financial Resources, Inc., and worked as a broker for Merrill Lynch.

Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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