Junior Associate, Financial Planning
Sloan Petereit is a Junior Financial Planner at Beacon Pointe Advisors, working with the financial planning team and advisors to create strategic financial plans for clients. In addition to plan preparation, Sloan assists with developing financial education and training content for Beacon Pointe’s allWEALTH® platform. Sloan recently graduated from the University of Colorado, Boulder where she earned her Bachelor’s Degree in Finance with a concentration in Personal Financial Planning. She is working towards obtaining her experience requirement to become a Certified Financial Planner™. Sloan is from Chicago and currently resides in Newport Beach, California. In her free time, she enjoys practicing yoga and spending time with family and friends.