Erle M. Petrie, CFP®

Erle M. Petrie, CFP®

CERTIFIED FINANCIAL PLANNER™

Erle is a CERTIFIED FINANCIAL PLANNER® and Certified College Planning Specialist who has worked in the financial services industry since 1988. He is a FINRA Series 7 registered representative and investment adviser representative with Commonwealth Financial Network®, an independent broker/dealer based in Waltham, Massachusetts, and San Diego, California.

Erle was born in Cape Town, South Africa, and immigrated to the U.S. in 1966. He grew up in Rochester, Minnesota, and has lived in Southern California since 1978. He graduated with bachelor’s degrees in economics, with an emphasis in finance, and in design from the University of California at Davis in 1987.

In 1988, he was hired as a representative for Equitable Life Insurance Company and worked with an independent registered investment adviser as the head of the financial planning department. There he developed the financial planning process for the firm and built a program that delivered more than 150 financial plans annually. The financial plans delivered specific strategies and concepts for implementation by individuals, entrepreneurs, and business owners.

In 1996, he opened his own financial services branch office with Gary Osentoski, with whom he works to this day. Together they hosted a weekly radio program called “Money Talks” on KMNY AM 1600 “Money Radio" and built a practice in financial planning and asset management that works with individuals and business owners from all walks of life and continues to serve clients from their office in Irvine, California.

Since beginning his profession in financial services more than 30 years ago, he has practiced with the mindset of placing himself in the position of his clients to develop and implement investment, insurance, and retirement plans.

The experience and expertise gained through the years are brought to every client as new relationships are developed and existing clients transition through different phases of their financial lives.

He and his wife, Margaret, live in Tustin, California, with their three school-aged children.