Eric Hon serves as a Senior Wealth Advisor at Newport Advisory. Prior to joining Newport Advisory, Eric managed a team of advisors at Merrill Lynch Wealth Management, one the world’s largest and most widely recognized brokerage firms. Eric has also served as Sr. Wealth Manager and financial planning specialist at a boutique $300M+ financial advisory firm in the bay area. Eric specializes in working with individuals nearing or in retirement, as well as successful professionals who are in the medical profession including physicians, dentists, pharmacists, and nurses. Eric is proud to serve successful millennial families who are seeking advice on financial planning topics such as preparing to start a family, college planning for young children, and ways to maximize their employee benefits at work to name a few.
Eric serves as an instructor for the U.C. Berkeley Financial Planning Program. He is an active member of the Financial Planning Association as well as the AICPA Personal Financial Planning Association. Eric enjoys giving talks across the country to millennials on the importance of having good personal finance habits at a young age to achieve personal financial success.
Eric earned his Certificate in Personal Financial Planning (“CFP®”) w/ distinction in 2013. The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and several other countries for its: (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. To attain the right to use the CFP® marks, an individual must complete an advanced college-level course of study that includes the following subject areas: insurance planning; risk management; employee benefits planning; investment planning; income tax planning; retirement planning; and estate planning.
When not advising his clients, Eric loves to give back to his bay area community. He shares his entrepreneurial passion by being a role model within the Asian American community and by producing positive change and inspiring others through teaching and mentorship. In his free time, he loves catching up with his Golden State Warriors and San Francisco Giants teams. He runs a small Michelin star restaurant and traveling club where they participate in monthly activities to explore new dining and travel experiences around the world.
CA Insurance License# 0F95868