Eric
Peterson
CFP®
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.
