About Us
Meet Our Team
Helping you grow, manage, and preserve your assets is the driving force behind everything we do.
With decades of financial planning experience, our team is committed to providing a customized approach so you can achieve your financial objectives.
From short-term planning to long-term goals, we’re here for every step of your financial journey.
Peter Watson CFP®, ChFC®
I’ve been a Financial Advisor for over 20 years, earning the designation of CFP® in 2012. As a Financial Planner for The Prudential Insurance Company of America, I assist and guide individuals and small business owners on a range of financial issues.
When I work with clients, I’m committed to building and maintaining close relationships founded on the basis of trust, respect, and integrity. My aim is to help you achieve peace of mind with your financial planning strategies.
The comprehensive approach I use helps you understand where you are today, have a clear vision of where you’re going, and develop strategies to reach your desired destination. My philosophy is that the more knowledge you have, the more empowered and confident you’ll feel about achieving your goals.
In the summer, my family likes golfing and being near the water. In the winter, you can find us skiing or snowboarding in the mountains. Since I discovered my passion for tennis, I have enjoyed picking up the racket in my free time.
James Watson
Since 2013, I’ve been a Financial Planner with The Prudential Insurance Company of America with offices in Vancouver and Olympia. Using an integrated approach to retirement planning, I focus on creating wealth management, portfolio implementation, legacy planning strategies, asset allocation, life insurance, long-term care insurance, and estate planning strategies.
My goal is to help provide you with financial independence. I believe open communication, honesty, compassion, and trust are the keys to building long-lasting relationships with clients—and I’m dedicated to helping you create pathways to achieve your financial objectives.
My family lives in the Salmon Creek area of Vancouver, WA. When I’m not watching our kids participate in youth sports activities, I enjoy a round of golf with friends. I also like exercising, spending time with friends, and exploring new destinations with my family.
Our Team
Bernadette Justiniano
Michelle Miles
