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Eric Johnson, AIF®
Wealth Advisor

"I love seeing the face of a business owner when the architecture of a retirement plan comes together in a way they have never seen before."

ERIC JOHNSON, AIF®

Eric Johnson has always been passionate about helping people. From an early age growing up in the home of a pastor and missionary, the core values of faith, integrity and hard work were instilled. Eric graduated from Vanguard University where he pursued his other passion, finance. Eric's combined love for helping people and his business acumen led him to Trilogy Financial where company CEO, Jeff Motske, is also Vanguard alum.

Eric is specifically passionate about helping businesses and their owners. A large part of his practice involves working with company sponsored retirement plans such as 401(k) and 403(b) plans. As a result, he holds the Accredited Investment Fiduciary (AIF®) designation in an effort to provide a broader scope of planning. Eric takes his comprehensive financial planning strategies and helps business owners and their employees alike align their goals and objectives in order to establish a clear financial plan.

Too many businesses are adding on a retirement vehicle sold as a bill of goods without knowing if it even meets their specific needs, let alone the liabilities and pitfalls that can be associated.

Eric is adamant that simple philosophies such as budgeting, being debt free and saving for the future in conjunction with having a specific financial plan is the key to wealth building. Eric takes a very personal approach to financial planning by building relationships with his clients and working with them to make increasingly better financial decisions over time.

ERIC's Client Relationships

Eric and his team support a wide variety of clients, but here are some of the groups he has built his practice around.

 

THE LATEST FROM ERIC

MEET ERIC'S TEAM MEMBERS
ERIC MYRE, AIF®
SENIOR VICE PRESIDENT OF WEALTH PLANNING
 
 
PERRY J. JOHNSON III, AIF® 
WEALTH ADVISOR
 
 
CALL ERIC DIRECT AT
(626) 918-5670 ext. 4206
  Strategic Partners

ASK ERIC A QUESTION

 

 
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