West Coast Wealth Management is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to work toward growing, protecting and conserving your wealth by delivering an unprecedented level of personalized service and experience.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at eric.peterson@westcoastwealth.com or call us at 805-643-4600. We look forward to hearing from you. Our company is built on a solid foundation of excellent client service and in-depth market knowledge.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at eric.peterson@westcoastwealth.com or call us at 805-643-4600. We look forward to hearing from you. Our company is built on a solid foundation of excellent client service and in-depth market knowledge.
Services
Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a financial professional, I am committed to helping people just like you create solutions for their retirement assets.
Eric C. Peterson is president of West Coast Wealth Management. He is registered with LPL Financial and holds FINRA series 7, 24, 63, 6 and 22 (California Insurance License #0639599). Acting upon years of experience, Eric provides sound. Abbigayle Hanoch is our Financial Planning Associate. She assists with account maintenance, client communications, as well as aiding in the preparation for Eric's client meetings and reviews.
My mission statement is to help my clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
The professionals at West Coast Wealth Management have over 30 years of experience in asset management and financial consulting. We are here to listen to your goals and objectives, and to address your financial needs through a sound money management philosophy. Our firm's primary focus is on personalized client service.
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