Wealth Designed. Life Defined.

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. Since entering the financial industry, he has received accolades as LPL Top Wealth Producer; Portland Monthly 2011, 2012, 2013, 2014, 2015, 2016 and 2017 Five Star Wealth Manager Award Recipient. 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. He resides in Lake Oswego with his wife, Karin, and his two wonderful cats.