Petra Braaksma is a Senior Client Service Specialist based in the San Rafael office.
Petra has a passion for providing world class client service and is known for her problem-solving capabilities serving clients in the financial services industry. She has completed both the Series 63 and Series 7 exams administered by FINRA and is also a Notary Public in the state of California.
She brings years of experience in client services and operations, having previously held roles with Barclays, Lehman Brothers, Bear Stearns, Credit Suisse, and Donaldson, Lufkin & Jenrette. Most recently she was with Destination Wealth Management and served as their Senior Operations Coordinator.
Petra is from Amsterdam and currently lives in Sonoma. In her spare time, she loves to travel, cook, and listen to live music.
- Senior Client Service Specialist at Private Ocean Wealth Management
Education & Credentials
- Pieter Nieuwland College, Amsterdam, the Netherlands
- Series 7 license
- Series 63 license
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.