Jacob W. Peterson grew up in Amador County before attending Benedictine University at Mesa in Arizona, where he played collegiate baseball. After graduating, he returned to California to join the family business and begin helping individuals and families protect what matters most.
As Head of Life Services at William Peterson Financial Planning, Jacob works closely with clients to help them understand their options for life insurance, living benefits, final expense planning, and annuities. He believes financial decisions should be easy to understand and takes pride in educating clients so they can make informed, confident choices based on their unique goals.
Jacob is passionate about combining personalized service with a modern approach to financial education, helping clients navigate important decisions with clarity and confidence.
Outside the office, Jacob enjoys staying active through baseball, basketball, and football. He also loves spending time with his dogs and believes a well-timed dad joke can make just about any day a little better.