Eric

Peterson

CFP®

picture of a planner

Here to act in your best interests

About me

For over three decades, I’ve had the pleasure of working with numerous clients to help them think through their financial goals and find unique solutions that help enable them to achieve the secure future they desire. Outside of work, I keep busy with my wife and five children. As a former professional tennis player, I love watching my kids enjoy the sport as much as I do.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Arts, History - Brigham Young University

Visit one of our Locations

Portland II - Vancouver

203 SE Park Plaza Drive

Park Tower II, Suite 115

Vancouver, WA 98684

Portland I - Portland

10500 SW Greenburg Road

Suite 200

Portland, OR 97223

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

The latest insights from our experts

    Determine Your Tax Filing Status as a Qualifying Surviving Spouse

    Get boomerang kids back on their feet

    Unlock the benefits of a tax loss harvesting strategy

    January Market Insights