About Erik

Erik Ong is a dedicated financial advisor with over a decade of experience helping clients achieve financial security and peace of mind. With a solid foundation in psychology and counseling, Erik adopts a thoughtful and personalized approach to his work, focusing on each individual’s unique financial story and long-term goals.  

He began his career in financial services as a life insurance agent, where he quickly recognized the limitations of offering only a narrow range of solutions. This realization motivated him to expand into investment advising, enabling him to provide more comprehensive strategies tailored to his clients’ complete financial picture. Erik holds a bachelor’s degree in psychology, a master’s degree in counseling, and a bilingual teaching credential, which reflects both his analytical insight and natural ability to connect with people.  

Over the past 12 years, Erik has specialized in working with school employees and their friends and families, helping them build customized financial portfolios and solid retirement plans. Known for his honesty, consistency, and strong follow-through, Erik believes that keeping promises is the cornerstone of trust. He takes the time to understand each client’s unique circumstances and goals, delivering a high level of service that includes clear communication, thoughtful planning, and dedicated behind-the-scenes work.  

Clients appreciate Erik’s genuine care, clarity, and steady presence, knowing that he is committed to fulfilling his promises. Whether guiding someone through a major financial transition or simply checking in, Erik prioritizes offering support and confidence at every stage of the journey.  

Outside of work, Erik finds joy in cooking, hosting friends, exploring new destinations, and immersing himself in cultural and artistic experiences. He lives by the values of integrity and follow-through—principles that shape not only how he serves clients, but how he shows up in every area of life.