L. Carl Peterson is a Certified Financial Planner™ (CFP) by profession and the president and founder of Money Resources Inc. While offering advice to all, especially on employee benefits, he is particularly known for his work with high income, high net worth individuals, and the complex tax, retirement, and estate planning problems they face.
Aside from being the first CFP and CRPC (Chartered Retirement Planning Counselor) on Guam, Mr. Peterson also has a Masters in Financial Services (MSFS). He is a charter member of the International Association of Financial Planners (1972) and The National Network of Estate Planning Advisors and a long-term member of the Financial Strategies Network, which addresses large tax planning issues. In addition, he is also a proud principal broker for real estate.
Mr. Peterson has always been very active in the community. In fact, he served for 5 years in the United States Navy as a Russian linguist and crypto operator operating from multiple platforms in Asia and as the World President of the Junior Chamber International, which he traveled to over 100 countries making speeches on self-development and the free market.
Mr. Carl Peterson has been the chairman of the Guam Chamber of Commerce twice and the chairman of the Armed Forces Committee three times. As a chairman of the Guam Telephone Authority, he oversaw the drafting of the legislation, the bidding, and the privatization of that utility. He is a past director of Project Concern International, a primary health care delivery organization in parts of the world where there is no health care at all. He served 22 years on the Guam Planning/Land Use Commission. He was the creator of the Jaycees International Foundation, which now has millions of dollars in it and served with distinction on many boards/commissions in active and advisory capacities. He is also a member of Rotary International for 56 years and a strong supporter of the boy scouts.
Through written articles, speeches, and workshops, he is a very strong advocate for entrepreneurs and the free market both globally and domestically – his latest commitment was giving lectures on the free market at Universities in China. Mr. Carl Peterson is especially known for his skills as a premier educator of executives and employees on tax reduction and using money as a tool for financial independence.
Mr. Carl Peterson was inducted as the Laureate to the Guam Chamber of Commerce Business Hall of Fame 5-2-15. He is selected as the Guam Business 1996 Executive of the Year by a group of his peers. He was also chosen as Guam’s Outstanding Young Person of the Year in 1979. He is a co-author of three comprehensive books Wealth Enhancement and Preservation, Ways and Means, an extensive book on business called "Strictly Business", and a focused book “15 Big Tax Mistakes, costing business owners millions”. He is also the author of innumerable articles for various business magazines, newspapers, and broadcast media.
In July of 2011, Mr. Peterson was sworn in as Civilian Aide to the Secretary of the Army (CASA), a 3-star protocol for Guam. Not only does he attend every function of the various Army components, but also comments on what the concerns and needs are of those components he oversees – the US Army, Reserve, and Guard activities on Guam and Micronesia. He is a principal with GUASA (Guam-US-Asia Security Alliance), which meets with Asian security experts to discuss and develop US security posture and commitments to Asia. As of July 2021 he became CASA Emeritus.
Besides riding Harleys and big game hunting, one of Carl’s passions is to be a connoisseur of a French dish called “Le Cassoulets,” which he was introduced to in 1973 in Nice, France. He has two daughters by a previous marriage, Sonia and Ramona. Now, he is married to Clara Okada Peterson and they have three children. Rani is a graduate from Hillsdale College, one of only 4 absolutely private colleges in America, and works with Altres, a placement company in Hawaii. Genni is a graduate of UH Manoa and works in the Siri engineering department for Apple Corporate. Jon-Carl graduated from Special Ops Boot Camp, then Spec War in 2010, and then became a Navy Special Ops Diver in July 2011 assigned to SEAL Team Three (Naval Special Warfare Unit 3) in Hawaii. He left the Navy in 2017 and went active in the Reserves as a special rescue deep water diver. Unfortunately, he suffered a massive stroke in July 2020 and is in a long-term rehab recovery.