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21550 Oxnard Street, 3rd Floor, Woodland Hills, CA 91367

ELR Financial Planning

ELR Financial Planning

Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality.

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Work With the Best

Work With the Best

No matter how complex your investing situation is, we can help.

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About Eric L. Reataza

Eric Reataza

Eric L. Reataza, ChFC, CFP®

800-681-8161

866-535-8161

eric@elrfinancial.com

Eric L. Reataza has a bachelor degree in finance from California State University, Northridge. He has 25 years experience and specializes in helping individuals and business owners with comprehensive financial planning. His credentials include being a Certified Financial Planner® practitioner from the CFP Board of Standards and a Chartered Financial Consultant from the American College. He is licensed for general securities, investment advisory services and insurance services.

Our Clients

We maintain strategic expertise across a broad range of investor profiles

Entrepreneurs & Executives

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth<br/>

High-Net Worth

Serving the unique needs of HNW individuals

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

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Our Services

When was the last time you sat down and had a frank conversation about your investments?

Our team is composed of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and expertise.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Assess

Meeting with you to determine best way that I can be of value.

STEP

2

Strategize

Complete a comprehensive fact finding questionnaire and analyze data to put together a financial profile.

STEP

3

Implement

Review and implement a strategy to help you achieve your goals.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.