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.

With great wealth comes even greater questions. Learn more in our article.
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With great wealth comes even greater questions. Learn more in our article.

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C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea ...
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C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

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Colleagues and friends coming together 😊

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
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Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
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If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Do you have a will? Is it updated?
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Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
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Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
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Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

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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