Jeff Peterson, CLU
206.257.2664 | firstname.lastname@example.org
Jeffry J. Peterson, CLU, started in the financial services industry in 1990 after earning a degree in Economics from University of Washington and founded Truluma (then, Pacific Advisors) in October of 2000 to provide advisors with a single access point to the income protection marketplace. Pulling from his experience as a Million Dollar Roundtable producer and Disability Income Specialist, Jeff modeled Truluma as an advisor-first firm, a principle which continues to guide the company today. Jeff has spoken at numerous NAIFA, FPA and International DI Society events across the country, however he spends the majority of his time setting Truluma’s direction and managing carrier relations.
When not in the office Jeff can be found watching or playing soccer, traveling, attempting to perfect his BBQ skills or seated at a University of Washington sporting event.
What’s your favorite food?: Italian or Mexican – I could eat either every day.
What’s your spirit animal?: A husky of course!
Random fact about me: I’ve been to every state in the U.S.