Wealth Designed. Life Defined.

        

    


    

        

            

                

                    

                        

                                                                                        

                                                        
Eric Wishan

                            
M.A.

                            
Managing Director, Partner & Wealth Advisor

                                                        
                                                        

                                
4949 Meadows Road
Suite 600 
Lake Oswego, OR 97035


                                                                    
Phone: (503) 603-0880

                                                            

                                                    

                                                    
Contact Eric

                            

                                                                


    

        
    

    
                            

                                            

                

            

        


        

			

		

			

				
				
				
				
				
				
				

				

				
				
				
				
				

				
				
				
				
				








About Eric


 For over a decade, Eric Wishan has provided holistic advice to individuals and families looking to overcome the challenges they face today while planning for tomorrow. His passion lies in helping clients create the financial futures they desire by first understanding their needs/wants and subsequently developing a comprehensive, customized strategy to pursue true wealth. Whether you are saving for a child’s education, preparing for retirement, or preserving your legacy, Eric and his team are committed to simplifying the complexities of your situation so you can live life by design, not default.


Eric earned a B.A. in Sociology from the University of California, Santa Barbara, as well as a master’s degree in Clinical Psychology from Antioch University. Prior to becoming an advisor, he spent over 15 years in the hi-tech field.Currently, he is registered in the areas of investments and licensed in insurance.


In his free time, Eric enjoys motorsports, water skiing, wakeboarding, boating, hiking, DIY projects and is an audiophile and has his amateur radio license. He resides in Lake Oswego with his wife, Karin, and his two wonderful cats, Apollo and Luna.