Eric Y. Oh - ChFC®, CFP®, ChSNC®
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.
Focused on your success
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 for Eric and his firm. His ultimate goal is to try and reduce clients’ financial burdens and allow them to focus on more important things in life.
Eric has also taken an interest in finding ways to help families with disabilities/special needs in planning for their financial futures.
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.
Education & Experience
- Graduate of California State University, Fullerton
- Joined Chatterton & Associates in 2008
- Series 7
- Series 66
Credentials
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Chartered Special Needs Consultant®
We cherish long-term relationships with clients and we strive to put their best interests first. We adhere to industry requirements and our internal standards to engage as a fiduciary, providing services we feel good about.
Family & Community
Born in Florida and previously lived in Seoul, Korea. Eric now lives in Long Beach with his wife and daughter. They like spending time outdoors whether its biking at the beach, hiking in the mountains, or traveling.
Favorite food: Mediterranean
Favorite music: Everything from Oldies, Jazz/Blues, Rock, and Pop
Favorite holiday/travel destination/something you like to celebrate: Christmas/Beaches and historic cities/Living a healthy and joyful life
