Eric Petersen brings a qualified background to Hicks Pension Services. After receiving an M.B.A. from San Diego State University, Eric spent four years as a plan administrator. As an administrator Eric established himself as an expert in the intricacies of IRS tax code as it relates to qualified plans. He also has received accreditation from The National Institute for Pension Administrators.
Since coming to Hicks Pension Services as a consultant, Eric has been directly involved in the design and installation of more than 5,800 qualified plans. Eric has been with Hicks Pension Services for 28 years.
Eric is a regular guest speaker around the Bay Area. He has given his “Circle Talk” presentation to organizations such as The Northern California Human Resources Council, The Financial Planning Association (FPA), The International Association for Financial Planning (IAFP), The Southern Alameda County Life Underwriters Association, The National Association of Insurance and Financial Advisors (NAIFA) and The International Association of Registered Financial Consultants (IARFC).
Northern California Office:
Eric Petersen, MBA
Hicks Pension Services
Pleasanton, CA 94536
(510) 790-1096
fax (559) 241-7395
