Brenden Peterson, CFP® in

Brenden Peterson, CFP®

Examiner · DISC type sc
VP - Financial Consultant at Charles Schwab
📍 Newport Beach, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
6 Years
Current Role
VP - Financial Consultant
Job Level
Senior
Location
Newport Beach, California, United States
Personality Overview

How Brenden shows up

Unexpressive
Process Oriented
Late Adopter

They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Brenden cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2024
VP - Financial Consultant
Charles Schwab
4-2022 - 6-2024
Investment Consultant
Charles Schwab
7-2021 - 4-2022
Client Relationship Specialist
Charles Schwab
7-2020 - 6-2021
Account Manager
Chicago Title
11-2017 - 6-2020
Health Scholar
COPE Health Solutions
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
8-2018 - 6-2020
Bachelor of Science - BS
University of Oregon
1-2017 - 6-2018
Associate of Arts - AA
Orange Coast College
8-2016 - 12-2016
Bachelor of Science - BS
University of Hawaii at Hilo
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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