Broker Check

Our Team

Eric Peterson

LPL Branch Manager, Financial Advisor

(805) 643-4600

(805) 643-6900

eric.peterson@westcoastwealth.com

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...

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Lynne Peterson

Office Manager

(805) 643-4600

(805) 643-6900

lynne.peterson@westcoastwealth.com

Lynne Peterson is West Coast Wealth Management’s Office Manager. She oversees all office duties, as well as account maintenance, trading issues, and updating of Eric’s securities and insurance license needs.
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Amy Coccia

Client Services Manager

(805) 643-4600

(805) 643-6900

amy.coccia@lpl.com

Amy Coccia is our Client Services Manager. She assists with account maintenance, client communications, client files, trading issues, and preparing reports for client reviews and meetings. Amy is your resource for questions and answers.
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