Cathleen Petersen Financial
Business details
- Category
- Financial Services · Financial planner
- Address
- 14583 Big Basin Wy #6, Saratoga, CA 95070
- Phone
- (408) 741-1412
- Website
- cathleenpetersen.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Cathleen Petersen Financial brings personal financial planning and tax preparation to Saratoga and the surrounding Santa Clara County community. We help clients look at the full picture of their finances, from day-to-day cash flow to long-term goals, and we focus on practical strategies they might not discover on their own.
Our approach is proactive: we regularly review our clients' financial metrics, look for ways to reduce unnecessary taxes, and suggest adjustments as their circumstances change. We pay close attention to the details and ask the right questions, so our advice fits each client's situation rather than a generic template.
Many of the families we work with have been with us for decades, and that long-term relationship is built on knowledge, organization and a high standard of integrity.
If you're looking for a financial planner in the Saratoga area who will act as a careful advocate for your interests, visit our website to get in touch and schedule a conversation.
Our approach is proactive: we regularly review our clients' financial metrics, look for ways to reduce unnecessary taxes, and suggest adjustments as their circumstances change. We pay close attention to the details and ask the right questions, so our advice fits each client's situation rather than a generic template.
Many of the families we work with have been with us for decades, and that long-term relationship is built on knowledge, organization and a high standard of integrity.
If you're looking for a financial planner in the Saratoga area who will act as a careful advocate for your interests, visit our website to get in touch and schedule a conversation.