Tom Peterson CFP® MSFS RICP® CAP® CLU® ChFC® in

Tom Peterson CFP® MSFS RICP® CAP® CLU® ChFC®

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Owner at Peterson Financial Group LLC
📍 Oak Park, Illinois, United States

Tom Peterson is the Owner of Peterson Financial Group, a firm providing holistic financial planning, investment, and insurance services in the Chicago area. He is a certified Chartered Advisor in Philanthropy® and Retirement Income Certified Professional®. Toms approach is shaped by his personal experience with the importance of sound financial preparation and he is an alumnus of Truman State University.

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Current Role
Owner
Location
Oak Park, Illinois, United States
Personality Overview

How Tom shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Tom cares about

Holistic Financial Planning
His firm's philosophy is rooted in a comprehensive approach, combining planning, investments, and insurance to provide security and build wealth for families.
Protecting Families
Inspired by his father's early passing, his career is driven by a deep-seated mission to help families achieve financial independence and peace of mind.
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Career

Work history

8-2025
Owner
Peterson Financial Group LLC
10-2008
Agent
New York Life Insurance Company
10-2008
Financial Services Professional
NYLIFE Securities LLC
10-2008
Financial Adviser
Eagle Strategies, LLC
10-1994 - 2-1999
Agent
New York Life Insurance Company
In the press

Media appearances

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Education
2011 - 2019
Master of Science
The American College of Financial Services
1989 - 1993
B.S.
Truman State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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