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portrait of Brian Peterson
FINANCIAL ADVISOR

Brian Peterson

AAMS™, CRPC™
29030 SW Town Ctr Lp E, Suite 208, Wilsonville, OR 97070opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Brian

I have lived in the Pacific Northwest for over 30 years and enjoy spending time with my incredible family in the great outdoors that Oregon has to offer. My wife and I were fortunate to meet while attending Tualatin High School. Our family enjoys biking, hiking and camping, and we love taking trips to Central Oregon and the Coast.

With over 10 years of experience in the banking industry, my passion is developing client relationships and being involved in the community. I was fortunate to be a member of 2023-2024 Leadership Portland. Leadership Portland is designed to immerse participants in the...

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • New Investors
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesOctober 2023 to Current
  • Umpqua BankJuly 2014 to October 2023

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • University of OregonBachelor of Science

Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Spending Time with Family

Team Members

  • Lani Dixon
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(503) 682-0772

Fax

(888) 390-6842

Office Address

29030 SW Town Ctr Lp E
Suite 208
Wilsonville, OR 97070opens in a new window

Mailing address

P O Box 1487
Wilsonville, OR 97070

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