Daniel Peterman, CFP®
Wealth Advisor, Lighthouse Wealth Group
“My passion is helping.”
Mission
Partners with you in setting goals, overcoming obstacles, and developing your comprehensive plan.
Background
Daniel joined Southwestern Investment Group in 2018 after serving as a financial advisor for four years at another national firm. Originally from Florence, AL, he earned a double major and graduated with honors from the University of Alabama.
Personal
Enjoys spending time with his wife, Kendal, and their 13-year-old pitbull named Tasha. Daniel is an avid chef and loves bringing people together around the table. He also enjoys hunting and fly fishing on the Caney.
Accolodes
Recognized as one of Nashville’s Top 30 under 30 in 2017.
Qualifications
Series 7, Series 66, Life, Health, and Annuity licenses. CERTIFIED FINANCIAL PLANNER™ professional, and registered with Raymond James Financial Service, Inc.
Get the Quality You Deserve
Take confidence in our financial expertise. We help clients build wealth through Comprehensive Financial Planning with a specialty in fee-based professional money management, tax reduction strategies, and exceptional customer service.