A full circle approach with you at the center

John C. Peterson, CFP®

(972) 471-1930

John Peterson has a wealth of experience in the financial services and telecommunications industries spanning 4 decades. After his retirement from Verizon in 2005, John has built a successful financial planning practice in his second career. He brings his life’s experiences to the table in helping others chart a course for their financial future based on the unique goals and resources of each individual. John provides fee based financial planning and consulting services, retirement and income distribution planning, and investment advisory services.

John received his Undergraduate Degree in Accounting and Finance from the University of Nebraska in 1976 and his MBA from Xavier University in 1984. John is a Certified Financial PlannerTM. John leads small group financial ministries at St. Ann Catholic Church on “Faith and Money Matters” and “Set Your House In Order” for both the English and Spanish speaking communities. He also heads a budget coaching program to offer church members one-on-one assistance on a variety of financial topics.

John and his wife Julie live in Coppell, Texas, and have 2 grown daughters and are blessed with 6 grandchildren.



15110 Dallas Parkway
Suite 500
Dallas, TX 75248

Main Phone: 972-421-1360

Main Fax: 972-421-1390

LPL Financial Form CRS
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