Eric Johnson Financial Advisor

Eric Johnson Financial Advisor I partner with business owners, working professionals and families towards financial freedom. member FINRA/SIPC. CA Insurance License # 0I99758

Eric Johnson is an investment advisor representative with, investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or names, products or services referenced here are independent of Osaic Wealth.

You don't see much of me here, but I want people to know. I want people to ask me uncomfortable questions. If you know a...
03/03/2026

You don't see much of me here, but I want people to know. I want people to ask me uncomfortable questions. If you know anyone in the midst of a major health challenge, have them call me. I would love to help. đź’™

On June 2, 2025 I got a phone call while trying to enjoy my son's championship baseball game that would change me forever. Cancer. Stage 3 and I was terrified.

After removing 12” of my colon and 12 rounds of chemo, I am cancer free as of February 13th 2026.

I can't wait to see you again soon! Hug the ones you love, slow down and enjoy this moment right here and now, and remember to be kind. We never know the journey that someone else is walking.

Come on, people! Can't we do better alleviating some of these concerns through consistent engagement & education over ti...
08/14/2023

Come on, people! Can't we do better alleviating some of these concerns through consistent engagement & education over time that builds credibility and ultimately, that muscle of financial acumen?

I believe that we can AND we can benchmark all plan fees annually to stay competitive!

Thank you to American Century Investments for this recent data.

Team-first, hard work, dedication and building relationships through struggles. Just a few of the skills the Johnson boy...
08/11/2023

Team-first, hard work, dedication and building relationships through struggles. Just a few of the skills the Johnson boys will be honing this fall.

Are you only offering an annual enrollment meeting? Although this is common, I have found that quarterly education on va...
08/10/2023

Are you only offering an annual enrollment meeting? Although this is common, I have found that quarterly education on various financial topics adds significant value. Financial stress equates in decreased productivity and here is an example where education for emergency savings before investing can make a profound impact.

401(k) balances up in 2023, but so are hardship withdrawals and loans, new Bank of America Participant Pulse survey finds

Big changes coming, are your clients ready? I have a couple of versions of this handy dandy handout. Let me know if this...
08/08/2023

Big changes coming, are your clients ready? I have a couple of versions of this handy dandy handout. Let me know if this would be useful for you and/or your clients and I can have it sent!

Here's a fun one! Employees can't afford to pay down student debt AND save for retirement? Enter Secure 2.0! When employ...
08/01/2023

Here's a fun one! Employees can't afford to pay down student debt AND save for retirement? Enter Secure 2.0! When employers certify that these student loan payments are happening, the employer can defer contributions on behalf of said employee. Let's talk!

Starting next year, companies can mStatch your student loan payments in the form of a contribution to your workplace retirement account.

Three years ago today our family embarked on a journey during unprecedented times. Leaving the San Gabriel Valley after ...
07/29/2023

Three years ago today our family embarked on a journey during unprecedented times.

Leaving the San Gabriel Valley after twenty-one years for me and for the first time in her life for JoAnn was scary...AND we wouldn't change a thing!

We are so thankful for wonderful new friends, colleagues and partners who have demonstrated that SD > LA in just about every way imaginable. Thank you all for welcoming the Johnson Family with open arms!

Address

17190 Bernardo Center Drive, Suite 200
San Diego, CA
92128

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