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. You can also visit our YouTube Channel to view replays of our Zoom Calls!