Cari Peterson

Cari Peterson

Financial Advisor

Phone: 512-457-5826
Fax: 512-477-1873
E-mail:
 

Cari joined the financial services industry in 2004 and took particular interest in insurance strategies and marketing while working for MassMutual Financial Group’s corporate office.  She decided to be in the field working directly with clients in 2012. Recently, Cari joined Cooper Scoggin Financial Strategies Group of Wells Fargo Advisors focusing strategically to expand business with insurance and marketing efforts.  She holds the Series 7 and 66 registrations and General Lines Insurance licenses.

Cari graduated from Western New England University in the School of Business in 2005 and earned her MBA from the University of Massachusetts in 2009 with a focus on marketing communications. In Massachusetts, Cari was an advocate for young students and professionals in her community, sharing her passion with financial literacy education and career development. She also taught classes at a local community college. In 2012, Cari relocated from New England to Austin Texas to expand her professional network, career opportunities and share passion of retirement education in women's markets. Cari enjoys health and fitness, world travel, writing and serves on the Advisory Board of Dress for Success Austin.