West Coast Wealth Management

West Coast Wealth Management Eric Peterson is a Registered Representative with, and securities and financial planning offered thr Are you looking for a financical advisor in Ventura County?

Then, look no further than the team at West Coast Wealth Management, headquartered in historic Downtown Ventura. With nearly 30 years of market experience, branch manager and LPL Registered Principal, Eric Peterson still maintains a personal connection with each of his clients so he can help them truly meet their financial goals. Whether it be planning for retirement, managing your investment port

folio, or developing an overall plan for your financial success, West Coast Wealth Management is your one stop shop for your financial planning and investment management needs. Serving the financial and investment needs of those in the cities of Ventura, Oxnard, Camarillo, Ojai, Santa Paula, and Santa Barbara primarily, West Coast Wealth Management looks forward to working with you! We offer a no cost initial consultation to determine if we may be of service to you. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Eric Peterson is a Registered Representative with and securities offered through LPL Financial, Member FINRA/SIPC.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
06/22/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
06/19/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
06/17/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

The key to healthcare in retirement might be a patchwork of different choices.
06/15/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
06/12/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Your insurance needs don’t stay the same when the nest empties, but what changes?
06/10/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
06/08/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
06/05/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn mo...
06/03/2026

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Address

670 E Thompson Boulevard, Ste D
Ventura, CA
93001

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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