Eric Johnson, AIF®
Wealth Advisor

"Knowledge is only potential power. It becomes power only when, and if, it is organized into definite plans of action, and directed to a definite end."


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 is specifically passionate about coaching people whose life has become too busy or complex to focus on the integral details of financial planning. This includes business owners, pre-retirees, mid-career singles and families. Or, like many of Eric’s clients, those that just didn’t “click” with their parents’ advisor and are looking for a fresh perspective.

Most importantly, Eric strives to make all of his clients feel comfortable in an all-to-often uncomfortable process through building relationships and working with them to make increasingly better financial decisions over time.

In the information-saturated environment in which we all live, it is imperative to remember what Napoleon Hill, the famous 20th Century Self-Help Author, coined:

“Knowledge is only potential power. It becomes power only when, and if, it is organized into definite plans of action, and directed to a definite end.”

ACTION is power. Eric is adamant that simple philosophies such as budgeting, being debt free and saving for the future in conjunction with having a specific financial action plan is the key to wealth building.

Eric graduated from Vanguard University with a degree in Business-Organizational Management. 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. In his free time, Eric loves spending time with his wife and two sons, volunteering with local charities, and taking his two Labrador’s on long walks.


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.

Imagine for a moment your favorite team sport. A team is a group of individuals working together to accomplish a common goal. That goal for a sports team is to win. Now think about all of the personality dynamics; how much potential there is for conflict, disagreement or ego to get in the way of the common goal. There are numerous examples that we all can think of in the world of sports. There’s no “I” in team, right? Whenever a player begins playing the game for self-interest, everything starts to break down. Often, the coach has to mediate and rally his team to remind everyone that winning is the objective and the only path to victory is to work together.

What about your financial team?
Have you considered that you engage a suite of professionals to accomplish various things and rarely do these people interact, let alone proactively work together to win the game? You have a financial advisor, tax professional, a mortgage consultant or real estate agent as well as an insurance broker, just to name a few. We all pay skilled professionals to perform duties but they do so completely isolated from each other. This is a team without a coach. The result could be a misinformed decision that could be costly. For example, you ask your tax professional how you can mitigate some taxes this year. He/she has no knowledge of your other comprehensive financial plans and suggests you buy something or make a donation. What Mr. or Mrs. tax professional did not know is that you are behind on your retirement savings and should be making a sizeable contribution to your retirement plan instead.

How Do You Look For A Financial Coach?
First, only work with an advisor that acts as a coach to their client’s team of financial professionals. They should proactively engage the tax professional to know what we need to plan for come tax time. Secondly, your coach should be involved in real estate decisions: how much can you afford, when you should buy versus rent, what type of mortgage is the right one? Then the advisor can coordinate with the mortgage and real estate people to ensure continuity. Your coach should also make sure you call your insurance broker once per year to evaluate costs and coverage needs. As the financial coach coordinates with the team, they allow star players to shine in what they do best; but without the coach calling the plays and managing the team, everyone is making decisions void of the common goal. It’s the game of life we are talking about here. Do you want to win?


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Claudia Lin has no affiliation with LPL Financial. They are affiliated solely through Trilogy Capital, a registered investment advisor.
(626) 918-5670 ext. 4206
  Strategic Partners




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