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.

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.

If you thought that payouts from life insurance are tax-free in all cases, think again.
10/14/2026

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

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
10/12/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

Stay ahead this year with this handy Personal Finance Calendar.
10/09/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

It’s been 2 years since we lost our dear friend and fellow Financial Advisor, Patsy Ordonez Kershaw. We are honored that...
10/09/2026

It’s been 2 years since we lost our dear friend and fellow Financial Advisor, Patsy Ordonez Kershaw. We are honored that Patsy chose West Coast Wealth Management to take care of her clients upon her passing. Please take a moment to remember Patsy with your thoughts and prayers.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
10/07/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Lifestyle inflation can be the enemy of wealth building.
10/05/2026

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
10/02/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

The sooner you begin investing, the longer your money can work for you.
09/30/2026

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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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