Maggie PetersenMaggie Petersen, CFP®Wealth Planning Specialist
About Maggie
Maggie Petersen is a Wealth Planning Specialist at J.P. Morgan Wealth Management.
Maggie builds strong relationships with clients and their families, supporting their ability to make informed decisions about the direction and purpose of their wealth. She develops tailored financial plans for an accomplished clientele, collaborating closely with people at varied points in their lives and careers so she can provide an accurate perspective on their goals. Maggie also strives to pinpoint possible efficiencies and remedy gaps, advancing a cohesive approach to client aspirations that reflects their distinctive circumstances.
Within the team, Maggie works closely with the team's lead partners to connect clients to the capabilities they need. Clients look to Maggie as a reliable resource who is determined to resolve their inquiries, quickly and seamlessly. She is skilled in integrating planning within a client's overall wealth context, encompassing a tax-sensitive approach to investing, balance sheet structuring, and wealth transfer. Maggie relates that she enjoys learning about each client's story, deepening her knowledge of their priorities and interests. She strives to make clients' lives simpler and easier, so they can find greater fulfillment from their wealth.
Maggie joined J.P. Morgan Wealth Management with her team in 2023. Earlier, she spent more than six years with First Republic Private Wealth Management, where she held a number of roles, ultimately serving as an Associate Director. Maggie began her financial services career in 2016 with Ascent Private Capital Management, where she was an Investment Analyst.
Maggie earned her B.S. in Finance with a minor in International Business from Santa Clara University. She holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the CFP®Board of Standards, Inc.
Outside the office, Maggie loves to travel, ski, and attend live music events.
CFP Board owns the marks CFP®and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read Now
Fed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read Now
The new frontier: 3 themes driving alternatives in 2026
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Debunking the “Sell America” trade: Why Europe’s move could fall short
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Making the transition to retirement
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New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read Now
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Should I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowFiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read NowDebunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now