Cathleen Petersen
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
14583 Big Basin Way Ste 6, Saratoga, Cal...Phone Number
(408) 741-1412Website
www.cathleenpetersen.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Cathleen Petersen
Cathleen Petersen, E.A. provides a holistic approach to financial goals, specializing in personal investment, wealth planning, tax preparation, and strategic tax planning. The firm caters to premiere clients in Silicon Valley and has been serving the San Francisco Bay Area and international clients since 1983. Their services include wealth and asset management, tax audit representation, and tailored financial planning to meet individual client needs. With a focus on proactive solutions, they aim to help clients navigate complex financial landscapes.Explore more
Cathleen Petersen Org Chart
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Cathleen Petersen, E.A. provides a holistic approach to financial goals, specializing in personal investment, wealth planning, tax preparation, and strategic tax planning. The firm caters to premiere clients in Silicon Valley and has been serving the San Francisco Bay Area and international clients since 1983. Their services include wealth and asse... Read More
