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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."

NAPOLEON HILL

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.

One type of situation with families thinking about retirement is when I meet with a husband and wife in their early 60's. They come to me because they know that they are behind in their retirement planning and are ready to make a change. Often, their income potential has been low and they have been unable to save very much towards retirement. We discuss at great length the importance of maximizing our wealth-building potential through monitoring of cash flow down to the penny. Along with paying off all non-mortgage consumer debt and increasing cash savings, we execute an investment strategy customized to their specific goals and appropriate to their risk profile.

Just as important, we implement a risk management strategy through insurance and a living trust that can help to protect the financial house from life's unknowns as well as allow future generations of their family to benefit from our legacy planning. Through comprehensive planning, this couple can change the trajectory of their financial future as well as their family tree. What I do as an advisor, is partner with people who are serious about their goals and develop strategies through real relationship building. This relationship equates to qualitatively better financial decisions over time. No matter what, we have a plan. Wherever their story takes them.

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MEET ERIC'S TEAM MEMBERS
ERIC MYRE, AIF®
SENIOR VICE PRESIDENT OF WEALTH PLANNING
 
 
PERRY JOHNSON III, AIF®
WEALTH ADVISOR
 
 
CLAUDIA LIN
WEALTH ADVISOR
 
 
Claudia Lin has no affiliation with LPL Financial. They are affiliated solely through Trilogy Capital, a registered investment advisor.
 
CALL ERIC DIRECT AT
(626) 918-5670 ext. 4206
  Strategic Partners

ASK ERIC A QUESTION

 

 

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