Eric Petersen
Private Wealth Advisor @Raintree Financial Solutions
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WORK HISTORY
Private Wealth Advisor @Raintree Financial Solutions
CA
As a Private Wealth Advisor at Raintree Financial Solutions, I offer prospectus-exempt investments for individuals looking for private or alternative investment opportunities and referrals to Institutional Discretionary Portfolio Managers for exposure to public market securities (made available through Raintree Financial Solutions). I educate my clients on their current financial situation, the market, and best practices when it comes to diversifying a private investment portfolio while managing risk.
ABOUT ERIC PETERSEN
I work with entrepreneurs, professionals, and families who want clarity, structure, and confidence in their financial lives. My approach integrates practical financial planning, risk management, and long-term strategy so clients can make informed decisions for their businesses, families, and future.Through my insurance and financial consulting practice, I help clients- Understand their financial picture and goals- Build strategies for cash flow, business planning, retirement, and protection- Evaluate life, health, and business insurance needs- Prepare for major transitions such as new business ventures, family changes, or succession planningMy role is to break complexity into clear, actionable steps and support clients as they grow and transition through different life stages.I also work collaboratively with Portfolio Managers—introduced through my registration with Raintree Financial Solutions—to help clients access institutional-level discretionary management where appropriate. This ensures clients receive strong planning, risk-management insight, and professionally managed investment solutions when needed.My goal is simple: to help clients make informed decisions, protect what matters most, and build a financial foundation that supports the life they want today and in the future.
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