Kathy Peterson's headshot in black and white in office space.
Kathy Peterson's headshot in black and white in office space.
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Director of Corporate Retirement Plans

Kathy Peterson, CPFA, AIF®, CRPC®

Aldrich Wealth LP
Kathy's Specialization
  • Corporate retirement plans
  • Certified Plan Fiduciary Advisor (CPFA™)
  • Accredited Investment Fiduciary (AIF®)
  • Participant education
  • Chartered Retirement Planning Counselor (CRPC®)

Kathy Peterson has been leveraging her 20+ years of experience in the financial and retirement plan industry at Aldrich Wealth since 2019. Throughout her career, she has served as an investment advisor, education consultant, and as a plan administrator and fiduciary. Her experience working with thousands of participants as they plan for and reach their retirement goals is a career highlight and informs every aspect of her work.

She passionately works with plan sponsors and retirement plan committees helping them navigate the complex and ever-changing retirement plan landscape to design and maintain retirement plans that achieve both the organizations and employees’ goals. She is a Chartered Retirement Planning Counselor (CRPC®), Certified Plan Fiduciary Advisor (CPFATM) and an Accredited Investment Fiduciary (AIF®).

Kathy has been recognized by NAPA as one of the Top Women Advisor in the All-Stars category.

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