Skip to main content
Advisor Image

Erik Peterson

Advisor Image
Erik Peterson
Financial Advisor
.
About Erik Peterson

I’m passionate about financial planning because I see firsthand how the right strategy can truly change someone’s life. No matter where you are—starting your career, building a future with your spouse, or preparing for retirement—I’m here to provide guidance and support. Together, we’ll create a personalized plan designed to help you reach your goals and protect the people who matter most to you.



When I’m away from the office, I enjoy spending time with my friends and family, staying active through sports, relaxing at the beach, and traveling with my wife. I value experiences that create lasting memories and bring balance to everyday life.




My qualifications
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • California(Insurance Lic. #4489440)
  • Virginia
Office location
San Jose Location
2021 The Alameda Suite 140
San Jose, CA 95126
Phone408-580-6381Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations