WHY WE DO WHAT WE DO
If you are like many people, you have been putting off planning and investing for your future until tomorrow. Tomorrow never comes! We understand it is not an easy task. The everyday demands of life always get in the way of planning ahead. It’s your finance, and it’s your future. We believe a comprehensive financial planning can make a great positive impact to you. We are here to help you to plan ahead and to build the lifestyle you always desire.
Our Firm
Eternity Wealth Advisors is an independent financial advisory firm in California. We understand personal tax and finance can get complicated, and we are here to help you simplify your investment process and financial plan, and to provide financial security to you and your families through our client centric approach. To help you achieve your goals and dreams, our team is committed to develop personalized tax and financial strategies and solutions to best fit your unique situation.
Our Services
Family Wealth Advisory
Our goal is to help you build a bright future. We offer a full range of products and services to help families preserve capital, grow wealth, and leave legacies. We work closely with several CPA firms, law firms, pension/actuarial consulting firms, and financial services companies to provide one-stop platform for all your tax, legal, and financial needs.
To serve high net worth immigrants and foreigners, we also specialize in providing cross-border multinational asset allocation, financial and tax planning. Our advisors constantly strive to bring new knowledge and strategies to the table with one goal in mind… Your success!
Meet the Team
Our Financial Advisors
Ervine has over 10 years of experience in the public accounting and finance service industry. He has extensive experience in solving complex accounting and issues for individuals and businesses. He also is recognized for his ability to identify vulnerabilities and ways to help manage client assets and investments, when he worked for asset management and brokerage firms. He is dedicated to help clients on their financial health by listening needs, designing customized financial plans, and executing with discipline. Ervine prides himself on providing his clients exceptional client service with superior integrity and ethics.
Ervine graduated from University of California, Riverside A. Gary Anderson Graduate School of Management with a degree in Master of Business Management. He is a Certified Management Accountant(CMA) and Certified Public Accountant (CPA). He is licensed and registered as Series 7, 63 & 65 Security and Investment Advisor. Ervine also has his CA Life & Health Insurance license.
Away from work, Ervine is an outdoor enthusiast who loves playing golf, riding bicycle, goes scuba diving, snowboarding, and involves in several local associations and chambers of commerce.
Contact me to find
your way to a happier financial future
Eternity Wealth Advisors, LLC
Address: 18351 Colima Rd, Suite 883, Rowland Heights, CA 91748
Email: info@eternityadvisors.com
Business Hours: Monday - Friday: 9:00 AM PT - 5:00 PM PT