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. He was involved with his local Little League as a coach and board member for 9 years and has presently been working with a local animal rescue to raise money and foster dogs. He is also a proud owner of three Chihuahuas - Frankie, Vida and Rosie - that are all rescues.
Eric Bond has been a Financial Planner working in the Long Beach area since 1997. He focuses on working with retirees and pre-retirees, helping them to grow their wealth, preserve wealth and pass wealth on to loved ones in a tax efficient manner. Eric approaches this by taking an all-encompassing approach to match decisions about your assets with the life and legacy you desire.
He is a past Master Elite IRA Advisor* with nationally known CPA Ed Slott and Company, a past board member of the Long Beach Estate Planning Council and has been featured in the May 2014 issue of Forbes Magazine.
*Ed Slott's Advisory Group is a group of financial professionals who pay a fee to attend a seminar that explores regulations, tax updates, and other issues regarding individual retirement accounts. It does not qualify a financial professional to provide investment recommendations or advice. Master Elite IRA Advisor, Ed Slott's Advisory Group, and NPC are separate and unrelated companies.
Ed Slott is not affiliated with Royal Alliance or Bond Wealth Management