Erik Ross Gomez

We pride ourselves on the strength of our team in working with our clients to establish and execute on a comprehensive financial plan that helps make your dreams a reality. We don't just respond to your requests; we anticipate your needs and actively monitor your financial plan. When markets turn or opportunities arise, we make proactive recommendations and adjustments to ensure you're on track for the future you've envisioned.

And, we have fun in the process! Our clients aren't just our clients... they're our friends, families, community leaders and influencers. We deliver a boutique experience and curate experiences that demonstrate our partnership and commitment to you, our clients, that keep us showing up every day with purpose.

Erik Gomez is Principal of EG Wealth Management and Insurance Services and a Certified Financial Planner ® who works with two distinct groups of people: Law Enforcement Officers 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. As a fiduciary, 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 Irvine two years in a row. He has been named as Forbes Best in State Top Financial Professional for three 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.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.