Professional

Erik Gomez is Principal of EG Wealth Management and Insurance Services and a wealth management advisor who works with two distinct groups of people: “New Majority” executives, or people of diverse backgrounds in executive roles; and those within 5 years of retirement, or what can be referred to as the “Retirement Redzone.” Erik and his team help these groups move beyond tactical, linear thinking to strategic approaches to creating, preserving and distributing all that they have worked tirelessly to accumulate. Working in his self-made grandfather’s machine shop as a child, Erik learned the meaning of hard work, the value of money, and the benefits of building trusting relationships. Financial planning is a complex topic, but Erik believes it doesn’t have to be complicated or daunting.  

Erik has worked to make the reality of financial planning approachable, simple, and understandable, leaving EG Wealth Management’s clients feeling optimistic and inspired by what the future has in store for them. The best part of Erik’s job is hearing comments from clients about how their experience with EG has been starkly different from their relationships with other financial planners. It is his goal to make every client feel taken care of and to exceed their expectations by going above and beyond what is expected.

Erik is investment registered and insurance licensed in states from coast to coast, giving EG Wealth Management and Insurance Services a national footprint. Erik and his team have been named one of the top financial practices within Northwestern Mutual, top five diverse advisors in the country, and top advisor in his office in Newport Beach two years in a row. Erik holds bachelor’s degrees in Business Management and Business Finance with an emphasis on Real Estate and Law from California State University, Long Beach. 

Associations and Memberships

Erik Ross Gomez
Wealth Management Advisor


EG Wealth Management and Insurance Services

 

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