Eric Y. Oh

Eric firmly believes that part of being a Certified Financial Planner™ is putting the client’s interests above all. This is achieved by listening to the client’s specific needs, then devising a plan that’s designed to help them achieve long-term success. Client service is the key to client satisfaction, which is why he continuously strives to build long-lasting professional and personal relationships with his clients.

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Eric believes that a financial advisor’s biggest responsibility is client education; the more we educate, the more productive the relationship becomes. Working with centers of influence, such as accountants and attorneys, is also a high priority. His ultimate goal is to try and reduce clients’ financial burdens and allow them to focus on more important things in life.

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Eric has also taken an interest in finding ways to help families with disabilities/special needs in planning for their financial futures.

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Eric is an Investment Advisor representative with Chatterton & Associates and, separately, a registered representative of, and offers securities through, Osaic Wealth, Inc. Member FINRA/SIPC.

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Eric was born in Florida and previously lived in Seoul, Korea. Eric now lives in Long Beach with his wife and daughter. They enjoy spending time outdoors, such as biking at the beach, hiking in the mountains, or traveling.