Our Team
Our Mission Statement
Our mission is to implement a financial strategy designed to bring your long-term vision to life. We accomplish this by learning what is important to you and using those elements to establish goals to work towards and confidently achieve your objectives.
Our Creed
- Our clients are the most important people to our firm.
- Our clients have our commitment of the highest level of service with integrity.
- Our clients’ needs are always put first.
- We are 100% committed to giving our clients’ financial confidence.
- We are “Of Service”.
Eric W. Bond
Wealth Advisor
Eric W. Bond was born, raised, schooled and continues to live and work in Long Beach. He is married and has two children, lzzy and Jett, who both attend schools in Long Beach continuing the tradition.
Shirley Wilcox
Office Manager
562-733-5726
Shirley is a Long Beach native, born and raised. She has been married for more than 26 yrs. and has two children,Lindsey and Eric, who have carried on the tradition of attending and graduating Wilson High School in Long Beach. She has...
Lauren Milne
Client Experience Coordinator
562-733-5726