Welcome!

Petso Financial is an independent, comprehensive investment advisory firm. Our team of Certified Financial PlannerTM professionals focus on providing excellent, long-term financial planning services. Our goal is 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. You can also visit our YouTube Channel to view replays of our Zoom Calls!