Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Our Team

Denise M. Petersen

Financial Advisor

510-639-9080

dpetersen@osaicwealth.com

Denise M. Petersen has been serving clients in the financial service industry since 1990, when she joined Dean Witter Reynolds in Anchorage, AK. In 1994, she decided to open her own independent firm, Petersen Investment Planning, and...

Read more

Maire Regan

Financial Advisor

510-639-9080

mregan@osaicwealth.com

Marianne (Maire) Regan began working in the financial service industry in 2005. She is an Independent Advisor Representative affiliated with Royal Alliance Associates, Inc., an independent broker dealer, and provides investment...
Read more

Sherresa Brasfield

Administrative Assistant

510-639-9080

sbrasfield@osaicwealth.com

Sherresa Brasfield’s roots run deep in Oregon. Sherresa grew up in Oregon and completed her Undergraduate degree at Oregon State University. After graduating, she moved to Texas to continue her education and begin a teaching...

Read more

Trip

Head of Security

Trip joined Petersen Investment Planning in 2023, weighing in at 3.2 lbs. His primary responsibilities include alerting our office to the arrival of mail and any other important deliveries. His favorite activities are playing fetch,...

Read more