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Stacey Peterson

Financial Advisor at Westlake Financial Advisors - United Planners Financial Services
Intro Book
Seasoned finance professional with expertise in strategic financial planning and corporate finance.
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Location
Los Angeles Metropolitan Area, US
Skills
  • Finance
  • Financial Modeling
  • Start Ups
  • Strategy
  • Venture Capital
  • Show all
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Bio

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Stacey Peterson is a seasoned finance professional with extensive experience in strategic financial planning, venture capital, and corporate finance. She has held various leadership roles in finance and has a strong educational background in finance and business administration. Stacey has worked with numerous companies, including Westlake Financial Advisors, UCLA Extension, and Bank of America, and has received various certifications, including the Certified Financial Planner (CFP) and California Insurance License.

Credentials

  • California Insurance License
    California Department of Insurance
    Nov, 2017
    - Jun, 2026
  • Certified Financial Planner (CFP)
    CFP Board
    Dec, 2016
    - Jun, 2026
  • Securities Exams Passed: Series 7 and 66
    FINRA
    Feb, 2016
    - Jun, 2026
  • Certified Public Accountant
    Maryland Department of Labor
    Feb, 2000
    - Jun, 2026

Experience

  • Westlake Financial Advisors - United Planners F...
    • Westlake Village, CA
    • Financial Advisor
      • Dec 2015 - Present
      • Westlake Village, CA

      Provide comprehensive financial planning, retirement planning, investment management, insurance and tax planning services.

  • UCLA Extension
    • Advisory Board Member, Certificate in Finance Program
      • 2009 - 2017
  • GameFly
    • Chief Financial Officer
      • Jan 2010 - Sep 2013
  • Source Photonics
    • Board of Directors
      • Apr 2008 - Jun 2010

      Chairman, Audit Committee

  • Oversee.net
    • Chief Financial Officer
      • Jun 2007 - Apr 2009
  • Internet Brands
    • Chief Financial Officer
      • Aug 2005 - Nov 2006
  • TTM Technologies
    • Chief Financial Officer
      • Jan 2000 - Aug 2005
  • Atlantic Richfield Company (ARCO)
    • Various
      • 1991 - 2000

      Business Manager - Commercial Business Unit - ARCO ProductsChief Financial Officer/Controller - PayPoint Business UnitFinancial Advisor - Corporate FinanceSenior Financial Analyst - Natural Gas MarketingStrategic Planning Analyst - ARCO Oil & Gas

  • Bank of America
    • Commercial Banking Officer
      • 1986 - 1989

Education

  • Cornell University
  • The Wharton School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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