Erik Peterson is the co-founder of Siskiyou Wealth Management. He is an independent financial advisor and financial planner, dedicated to helping individual investors and their families realize their investment and financial goals.
Erik is the trusted advisor to a diverse group of individuals and families, including retirees, business executives, attorneys, physicians, engineers, and many others. His clients are located primarily in the Rogue Valley and across the Pacific Northwest.
He has built his business by combining a sound asset class investing methodology with holistic financial planning and first-class client service. Erik has earned the Accredited Investment Fiduciary® (AIF®) and Professional Plan Consultant® (PPC®) designations, an achievement highlighting his expertise of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
Erik holds an MBA from Portland State University, as well as a BS in journalism and a BA in political science from Rutgers University. He spends most of his free time with his wife, Kristin, raising their two boys, Lucas and Bennett.