Kenneth J. Peterson's Acknowledgment as a 2025 Pinnacle Member of Excellence

Kenneth J. Peterson: A Pinnacle Professional in Financial Planning

Kenneth J. Peterson has been recently acknowledged by The Inner Circle as a 2025 Pinnacle Professional Member Inner Circle of Excellence. This prestigious recognition highlights his remarkable contributions to the field of financial and estate planning over nearly four decades.

As the President of KJP Capital Management Inc. and a Senior Financial and Estate Planner with Mutual Advisors, Peterson has built a strong reputation in wealth management. His expertise caters to the intricate financial needs of clients across the United States. Peterson's career began a decade ago when he dedicated fifteen years of service as a Public Safety Officer in Sunnyvale. His dual training as both a police officer and firefighter equipped him with invaluable skills in pattern recognition and problem-solving.

His exceptional performance during his tenure earned him the Top Cop designation from the Santa Clara County's ICU Bulletin unit, marking him as a top performer among his peers. One of his significant contributions was developing an innovative staffing plan that enabled patrol officers to enjoy family time while maintaining optimal fire response levels, showcasing his problem-solving capabilities.

Transitioning into wealth management, Peterson sought mentorship from a renowned Certified Financial Planner before joining Fidelity Investments. He quickly progressed through various roles, ultimately becoming the Senior Vice President for the High Net Worth Division. Throughout his time, he built relationships with well-known individuals across 47 states and internationally, managing complex financial situations for families to ensure their long-term success.

Peterson’s commitment to excellence and his clients earned him five President's Circle awards during his career at Fidelity, where he also orchestrated over $2 billion in asset transfers — a record-breaking achievement for the company. His efforts even assisted the U.S. Secret Service in apprehending a criminal involved in large-scale thefts, demonstrating the application of his law enforcement skills in finance.

In 2005, Peterson left Fidelity to care for his ailing father while continuing to work with various financial firms, emphasizing flexibility to meet personal and client needs. He joined Strategic Capital Group as a Senior Vice President, later moving to Protected Investors of America and finally AlphaCubed Investments as a Senior Financial Planner. His vast experience has empowered many to create effective wealth-building strategies and preserve estate plans.

An advocate for comprehensive financial planning, Peterson recalls a successful case where he helped a client, a roofer with a net worth of $135 million, significantly reduce their tax liability from over $60 million to under $12 million, showcasing his planning acumen. His work exemplifies the impact financial strategies can have on families' financial health and legacy preservation.

As he looks to the future, Peterson remains dedicated to his clients and their families, focusing on growth through referrals and maintaining a reputation for trust and success built over years of service. Known for his availability even during nights and weekends, except when attending San Jose Sharks games (of which he is a devout Day One season ticket holder), Peterson balances professional dedication with personal commitment.

Celebrating his 38th wedding anniversary soon with his wife, Dr. Patricia Hanley-Peterson, a double PhD from Notre Dame, Peterson shares his life with three children, nine grandchildren, and a new great-granddaughter, alongside a family cat named Tobey. His passion extends beyond finance; he enjoys rescuing senior animals and volunteering for local shelters, highlighting his commitment to enhancing the lives of those around him.

As he continues to serve his clients with empathy and expertise, Kenneth J. Peterson’s story is a testament to the power of dedication in achieving excellence in financial planning.