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Eric C. Myre, AIF®
Senior Vice President of Wealth Planning

"Doing the right thing is never wrong! Eric Myre has been helping people make positive financial decisions for over a decade."

ERIC C. MYRE, AIF®

Armed with an exuberant personality, keen business acumen and experience in wealth management, Eric Myre has emerged as one of the leaders in the competitive financial services arena. He cites his compassion for others, positive outlook on life and staying on top of the trends and latest laws impacting the industry as reasons for his success as Sr. Vice President of Wealth Planning for Trilogy Financial.

Mr. Myre began his career after graduating with a Bachelor’s degree in business from Azuza Pacific University. He began his tenure at Trilogy in 2007 and earned the Rookie of the Year Award the following year. He was honored with the Rising Star Award in 2009 and has been a top advisor with Trilogy for over a decade. Mr. Myre prides himself on educating his clients and sees himself as a Financial Coach. His heart of a teacher stems from his years of experience in personal training as well as his time being a Community Liaison for a non-profit agency he worked for after graduating from Azuza Pacific University. Eric is also represents Dave Ramsey as a Smartvestor Pro in both Los Angeles County and Orange County. Eric also holds the designation of AIF which stands for Accredited Investment Fiduciary.

Although Eric’s practice assists a broad range of clients, he focuses on working with affluent clients who need strategic solutions put in place for tax savings as well as Retirement Income planning for clients in Retirement or approaching retirement who need guidance on creating strategic solutions to bring their Retirement Accounts, social security and Employer pension programs together to help maximize their income potential. Eric is happily married to his beautiful wife Courtney, he balances his busy professional life with an active social life complete with spending time with his wife and daughter, competitive sports, traveling, scuba diving and golfing golfing.

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.

MEET ERIC'S TEAM MEMBERS
PERRY J. JOHNSON III, AIF®
WEALTH ADVISOR
 
 
ERIC JOHNSON, AIF®
WEALTH ADVISOR
 
 
CALL ERIC DIRECT AT
(626) 918-5670 ext. 4104
  Strategic Partners

ASK ERIC A QUESTION

 

 
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