Don Petricic, CFP®
Don Petricic joined Woodbury Financial Services in 2001 after graduating with a degree in Business Administration from Washington State University. During his time in Woodbury's Bellevue office, Don served in the role of Resident Manager and Managing Account Executive. His staff benefited from his financial planning skills, investment knowledge, and hands-on management style. Don launched The Petricic & Phillips Financial Group in 2012. His personal service approach assures clients a boutique experience.
Don and his wife Megan currently reside in the Renton Highlands with their two sons, Alec and Ethan. Don enjoys spending time with family and friends, sports, fishing, gardening, BBQ, and travel.
Diversified Financial Concepts / Woodbury Financial Services (2001-2006) Resident Manager
Woodbury Financial Services (2006-2012) Managing Account Executive
The Petricic & Phillips Financial Group (2012-present) Financial Planner / Partner
Certified Financial Planner™
Washington State University- BA in Marketing, concentration in Finance (2001)
Securities Licenses - 6,7,24,26,63,65 (WA, OR, ID, CA, KS, CO, TX, VA)
Insurance Licenses - Life, Health, Disability, and Long Term Care
To learn more about Don's professional history, please visit his profile page on FINRA's BrokerCheck.
Don, Megan, Alec and Ethan
It has been an honor and privilege to serve my clients since 2001. Watching their goals become reality is why financial advising has become my vocation.