Welcome!

Petso Financial is an independent, comprehensive investment advisory firm.  Our team of four Certified Financial PlannerTM professionals (CFP®) have over 50 years of combined investment and financial planning experience.

Our mission is to provide excellent, long-term financial planning services to help our clients become educated, confident and at peace with their money. 

To learn more, listen to Dave Petso live from 8:00 am to 10:00 am every Saturday for Money Matters on KIDO Talk Radio – 107.5 FM and 580 AM.

 

Listen in to a special edition of Money Matters as Dave provides an analysis on equity-indexed annuities 

Enjoy another special edition of Money Matters as Dave interviews Chief Market Strategist, Bob Carey, with First Trust!