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BIO

The President of North Bay Wealth Management, Peter Tennyson CFP®, has worked with a variety of clients from small businesses to ultra-high net worth individuals. He has tremendous experience in both investment management and financial planning that he leverages to help his clients. He knows that everyone deserves to be put on the right path using a plan crafted from the insights of the people he works with.

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Born and raised as a fourth generation Petaluman, he knows what makes the Bay Area the best place to live. Hailing from generations of chicken farmers, he seeks to take the work ethic of the farm and bring it to the table of finance. He lives in Petaluma, CA with his wife, Natasha and two children, George and Elizabeth. 

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EDUCATION
B.A. Economics, University of California, Davis

CREDENTIALS:
CERTIFIED FINANCIAL PLANNER™. Anyone can call themselves a financial planner, but only those who have passed the rigorous testing, education and experience requirements can call themselves a CERTIFIED FINANCIAL PLANNER™ or CFP®.  

140 2nd Street, ste. 310 Petaluma, CA 94952 * (707) 971-7069 * info@northbaywealth.com
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Disclosures
Investment advice offered through North Bay Wealth Management, a Securities and Exchange
Commission registered investment advisor able to provide investment advice
in states where it is registered, exempt, or excluded from registration.  Content contained herein
is not intended and should not be construed as personalized investment advice or an offer for
the purchase or sale of any security, insurance, or other investment product.  Investments
involve the risk of loss, including possible loss of principal.  Please consult with a qualified
financial, tax, accounting, or legal professional before implementing any ideas or strategies
discussed here.  Content provided may be obtained from sources believed to be reliable but
cannot be guaranteed as to its accuracy or completeness.
Form CRS & ADV Part 2A

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