Erik Peterson - Thrivent
Business details
- Category
- Financial Services · Financial planner, Financial consultant
- Address
- 2021 The Alameda Ste 140, San Jose, CA 95126
- Phone
- (408) 580-6381
- Website
- connect.thrivent.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
South Bay families and professionals turn to Erik Peterson - Thrivent for personal financial planning and consultation that helps them make confident decisions about their future. We work with individuals and households in San Jose and across Santa Clara County to review where they stand and map out a clear path toward their goals.
Our approach begins with listening, so every recommendation reflects your priorities, your timeline and your comfort level. We take the time to explain each option in plain language, so you always understand what you are deciding and why.
Whether you are planning for retirement, protecting your family or simply want a second opinion, we are glad to help you bring clarity to your finances.
Book through Calendly to schedule a conversation at a time that suits you.
Our approach begins with listening, so every recommendation reflects your priorities, your timeline and your comfort level. We take the time to explain each option in plain language, so you always understand what you are deciding and why.
Whether you are planning for retirement, protecting your family or simply want a second opinion, we are glad to help you bring clarity to your finances.
Book through Calendly to schedule a conversation at a time that suits you.