More About Wayne Peterson
I'm proud to be a Thrivent financial professional for more than forty years. I specialize in money management, retirement planning, insurance protection and long-term care insurance. No matter what life brings or what goals you have, I am here for you. My first priority is listening to you and helping you achieve financial clarity.
I am a native Californian and proud San Jose State graduate. Go Spartans! My wife, Karla, and I have two adult children, Matthew and Erik. I am active in my church community at St. Timothy's Lutheran Church in San Jose. Outside of the office, I love spending time with my family and anything baseball. I was fortunate to be able to coach my sons from the Little League years through the middle school years. I love a good baseball game and baseball trivia!
Thrivent Hall of Fame*
I am honored to have been inducted into Thrivent’s Hall of Fame*. In celebration, I want to share this wonderful video Thrivent created to share my story.
Click here to watch the video: Hall of Fame inductee video - Wayne Peterson - Qumu Player
*Hall of Fame represents long-term commitment to our organization with consistent performance. Financial advisors and professionals qualify for Hall of Fame by achieving at least 20 years of service, a consistent level of production, and having a favorable compliance history. This recognition does not evaluate the quality of services/advice provided to clients and is not indicative the financial advisor or professionals future performance.
Professional Accomplishments
-CERTIFIED FINANCIAL PLANNER™ , a certification granted by the CFP Board, Washington, D.C.
-ChFC (Chartered Financial Consultant), a designation granted by the American College, Bryn Mawr, PA.
-CLU (Chartered Life Underwriter), a designation granted by the American College, Bryn Mawr, PA.
-Life Member--Million Dollar Round Table*
-InFaith Community Foundation Voice in Philanthropy (VIP)**
-LUTCF (Life Underwriter Training Council FellowSM), a designation jointly conferred by The College for Financial Planning and NAIFA.
-CLTC (Certification in Long-Term Care), a designation granted by the Corporation for Long-Term Care Certification.
* MDRT is an industry honor based on sales excellence, outstanding client service, ethical conduct and professional knowledge
**InFaith Community Foundation recognized Financial Professionals who devoted extra effort in facilitating charitable gifts to the foundation. For more information can be found at InFaithFound.org.
Education and Licensing
-FINRA Series 63 Uniform Securities Agent State Law Exam.
-FINRA Series 06 Investment Company/Variable Products Limited Representative.
-FINRA Series -7 General Securities Representative.
-FINRA Series 66 Uniform Combined State Law.
-Life & Health Insurance Licenses.
Meet My Team
Darcy Dutcher
Darcy has assisted Wayne Peterson and Thrivent since 2015. She has one very spoiled dog, two adult children and her husband, Bob. Darcy enjoys volunteering and cooking meals for the San Jose Family Shelter, Rotating Safe Car Park, Kiwanis and supporting Habitat for Humanity. She loves to travel and spend time with family and friends.
- Title
Office Professional
- Phone
- 408-984-1777 x2
- Fax
833-691-0231
Erik Peterson
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
- Title
Financial Advisor
- Location
San Jose, CA
- Phone
- 408-580-6381