Meet Tricia Justice, a longtime client with a powerful cautionary tale about misplaced trust, overlooked warning signs, and the devastating impact of financial fraud. In 2010, Tricia made the life-altering decision to entrust 70% of her hard-earned savings to a seemingly credible and highly recommended Wall Street financial advisor. With help from the team at Peterson Wealth Services, Tricia discovered that her financial advisor was running a Ponzi scheme and misusing her funds to finance his lavish lifestyle.
Plus, Billy and Shaun provide other stories of fraudulent activity and scams and highlight why skepticism and sound advice are crucial in today’s investment world. You won’t want to miss this episode!
Critical takeaways include:
The importance of researching and interviewing multiple financial advisors
Helpful credential tools to verify fiduciary responsibilities
Warning signs and red flags of fraud and scams
How and why affluent investors are often targeted in financial scams
The role of scammers and psychological manipulators and how you can protect yourself
And more
Tricia Justice is a client of Peterson Wealth and is not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest and Tricia Justice's comments may not be representative of any other person's experience with the firm.
Resources:
Broker Check by FINRA
Connect with Billy Peterson:
Peterson Wealth Services: Billy Peterson
LinkedIn: Billy Peterson
Facebook: Peterson Wealth Services
Instagram: Peterson Wealth Services
YouTube: Peterson Wealth Services
billy@petersonws.com
801-475-4002
Connect with Shaun Peterson:
Peterson Wealth Services: Shaun Peterson
LinkedIn: Shaun Peterson
Facebook: Peterson Wealth Services
Instagram: Peterson Wealth Services
YouTube: Peterson Wealth Services
shaun@petersonws.com
801-475-4002
