Rebecca Peterson, ChFC®, AIF®
Chartered Financial Consultant®
Accredited Investment Fiduciary®
Rebecca (Owings) Peterson joined Owings Financial Services in 2001. She is a Chartered Financial Consultant® and Accredited Investment Fiduciary® Designee. She maintains FINRA registrations in 10 states, as well as life and health insurance licenses in Massachusetts and New Hampshire.
Rebecca specializes in advising individuals and small businesses on retirement and college planning, overall investment analysis, and asset protection. Rebecca holds FINRA Series 6, 7, and 63 securities registrations as a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network®.
Previously, Rebecca worked in marketing and event planning.
Fixed insurance products and services offered through Owings Financial Services are separate and unrelated to Commonwealth Financial Network.