Passionate about helping others succeed financially
Focused on relationships – practice what you preach!
Enjoys bringing all the moving parts of a financial plan together
Loves spending time with his wife, daughter & twins
Stays active playing golf & traveling
Will video conference with clients to make it easier
Armed with an exuberant personality, keen business acumen and experience in wealth management, Eric Myre has emerged as a leader in the competitive financial services arena. He cites his compassion for others, a positive outlook on life and staying on top of the trends and latest laws impacting the industry as reasons for his success at Trilogy Financial.
Mr. Myre began his career after graduating with a Bachelor’s Degree in business from Azusa 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 “Baker’s Dozen” 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 Azusa Pacific University. Eric 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 and balances his busy professional life with an active social life complete with spending time with his family, competitive sports, traveling, scuba diving and golfing.
*The Rookie of the Year award is given to the advisor that started in the field in the 4th quarter of the previous year and had the most weighted production in the current year.
**The Rising Star award is given to the advisor with the highest weighted production for the past 24 months and started in the field within the last 36 months.
***The Baker’s Dozen is an award given to the top 13 advisors for the year based on total weighted production.
****The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.
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