Karl Petersen

Director of Business Development

Karl joined in 2016 and serves as Director of Business Development – Delta Air Lines. He has a passion for helping others, especially concerning the challenges and complexities of airline retirement plans.

Karl holds a BS in Operations Management from the University of Arizona and an MS in Systems Management from the University of Southern California. Karl is an A330 Captain for Delta Air Lines and holds the Series 65 Securities License.

Karl was an F-16 pilot in the US Air Force and flew 35 Combat sorties in Operation Desert Storm. He is an avid hiker and musician, and enjoys camping and spending time with his family.

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The Hidden Risk of Letting Taxes Lead Your Investment Decisions

If your portfolio decisions start with “How do I avoid taxes?” instead of “What supports my strategy?”, it may be time for a reset.

Investing in Alternatives: A Strategic Look at What Belongs in a Modern Portfolio

Before adding gold, private equity, crypto, or real estate to your portfolio, make sure you understand where they truly add value… and where they …

Love, Loss, and Clarity: The Conversations and Documents Every Couple Needs

If you weren’t here tomorrow, would your spouse know exactly what to do next? Here’s how to help make sure they’re never left guessing.

Guide 5 Keys to Selecting the Right Financial Advisor

Do you know if an advisor has your best interest in mind? Discover how you can find out.

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About Allworth

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better -because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more - all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first-and our success is dependent on your success -you get more than just advice.

You get a financial ally for life.

97%

client loyalty 32,000+ Clients²

years in business $35 Billion AUM⁴

Ranked Top 15 Barron’s Top 100 RIA Firms¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

Karl Petersen

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