About Us

About InvestwithErik

Every client comes to me with their own version of a Rubik's Cube, a unique set of financial questions and concerns that need solving. My job is to understand what's important to you and why, then build a strategy that prioritizes your goals. I don't take a one-size-fits-all approach, and I'm not here to push products or services you don't need. Clients appreciate that I take the time to listen first and recommend second.

My Foundation

I'm a financial advisor of a boutique firm, a sister company to Infinite Insurance & Financial Services, based out of La Mirada, CA. I've built my practice entirely through word of mouth and client referrals. I maintain strong relationships with partners like The Financial Architects, which allows me to provide comprehensive solutions for my clients. A significant part of my practice focuses on serving federal employees, particularly USPS workers, helping them maximize their unique benefits and retirement systems. Building this business organically reflects my commitment to earning trust through service and results.

How I Communicate

My mother's first language is Spanish, and English is her second language. This shapes how I work with every client. I treat everyone like finance is their second language because, for most people, it is. I approach every conversation with the same patience and empathy I hope others show my mother. I keep things simple, explain concepts multiple ways until you understand, and never make you feel rushed for asking questions. It's important to me that everyone feels heard, no matter their familiarity with financial topics. By creating a welcoming and supportive atmosphere, I aim to empower clients to make informed financial decisions with confidence.

My Experience

I've been in the financial services business for over 10 years, going full-time in January 2018. This journey has taught me that successful financial planning isn't about complicated strategies or impressive jargon. It's about understanding people, building trust, and creating solutions that work for real lives. I take the time to get to know my clients personally because your financial decisions are connected to your family, your values, and the life you want to live.

Finding the Right Fit

I'm a great fit if you don't enjoy managing your own accounts, you're concerned your risk doesn't align with your strategy, you want to reduce taxes, or you're curious about your fees. I work well with people who want a knowledgeable professional that is versed in stocks, bonds, mutual funds, ETFs, annuities, and both types of life insurance without product pushing. If you've had a frustrating experience previously, I'd welcome the chance to show you a different approach.

Erik Johnson, RICP®

Independent Financial Advisor

As a licensed fiduciary, my focus is on providing financial advice that helps people become comfortable with their finances and gain clarity in their decisions. Seeing that shift happen is what drives my passion for this work. My path...

Let's Start a Conversation

If you're looking for financial guidance that's patient, transparent, and built around your needs, I'd love to hear about your situation. Reach out today to schedule an introductory meeting where we can get to know each other and see if working together makes sense for you.

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