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Eric Peterson

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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 PLANNERâ„¢

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

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