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.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
09/07/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Facing divorce? Don't overlook changes to your insurance coverage.
09/04/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
09/02/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
08/31/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

A disability could keep you from work and increase costs. How can you protect yourself?
08/28/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

West Coast Wealth Management’s “Day of Fun”!We had a great day spending time together and taking a coastal cruise in San...
08/27/2026

West Coast Wealth Management’s “Day of Fun”!

We had a great day spending time together and taking a coastal cruise in Santa Barbara ⛵️

Thank you Santa Barbara Sailing Center

Your credit score may impact what you pay for auto and home insurance.
08/26/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

There are four basic steps to calculating the value of an estate.
08/24/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
08/21/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

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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