West Coast Wealth Management

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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 portfolio, 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.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
11/02/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Wishing everyone a safe and happy Halloween 🎃
10/31/2026

Wishing everyone a safe and happy Halloween 🎃

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
10/30/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase

10/28/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
10/26/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
10/23/2026

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.

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
10/21/2026

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.

10/19/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What should you look for in a personal finance app?
10/16/2026

What should you look for in a personal finance app?

An increasing number have been developed to help individuals with their personal finances.

10/14/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

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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