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®.