Centaurus Financial
46yrs
Top advisor by experience at Centaurus Financial
18yrs
Eric Oh has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Anaheim, California. Eric has been with Chatterton & Associates since 2025. Eric’s designations include CFP® and ChFC.
One of 244 advisors with offices in Anaheim, and one of 215 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 57% of advisors at Chatterton & Associates
Office3061 E. LA Palma Ave., Anaheim, CA 92806
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$861,324
Advisors at the firm7
States licensed ?1 state
Services through Chatterton & Associates
Financial planningInvestment management for individuals and small businessesChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2025 – nowChatterton & AssociatesCurrent firm
- 2008 – 2024Chatterton & AssociatesPreviously
Contact Eric
(714) 572-2050Chatterton & Associates main office 3061 E. LA Palma Ave.Anaheim, CA 92806Office · Get directions Firm websitewww.chattertoninc.com
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Chatterton & Associates at (714) 572-2050 and ask for Eric Oh. Eric works from the Anaheim, CA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2008, about 18 years. More experience than 57% of advisors at Chatterton & Associates.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Chatterton & Associates reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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