Cathleen Petersen, E.A.

Cathleen Petersen, E.A.

Accounting Saratoga, Ca 7 employees
Employees
7
Contacts
2
Emails
2
www.cathleenpetersen.com LinkedIn

Cathleen Petersen, E.A. Overview

Headquarters
Saratoga, Ca
Phone Number
Available in AeroLeads
Website
www.cathleenpetersen.com
Industry
Accounting
Employees
7
Founded
1983
Company Email
Available in AeroLeads
NAICS
Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Offices of Certified Public Accountants
Tax Preparation Services
Keywords
wealth management financial services tax consulting & preparation personal investment planning

About Cathleen Petersen, E.A.

Cathleen Petersen, E.A. advises premiere Silicon Valley clients in matters of personal investment and wealth planning, tax preparation, and financial planning. CPEA has served San Francisco Bay Area and International clients since 1983. Cathleen is a Registered Principal of Foothill Securities, Inc., a Registered Broker-Dealer and Investment Advisor.

Cathleen Petersen, E.A. Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage

Cathleen Petersen, E.A. Org Chart

Sample employees and titles
Name Title Contact
Alexander Nunez Client File Coordinator
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Shelby Wenzel Tax Preparer & Financial Assistant at Cathleen M. Petersen, E.a.
Email
Vasantha Prabha Patha Tax Accountant at Cathleen Petersen Financial
Email

Employees by Management Level

Individual contributor 2 profiles
Associate / junior 2 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Sales 1 1 0

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