Erik Flegal

Erik’s Biography

Erik Flegal is Founder & CEO of Family Fortune Financial LLC. With a team of experienced professionals, Family Fortune Financial helps its clients build, maintain and transition a legacy for future generations. The firm also maintains a carefully curated list of collaborative accountants, lawyers, financial advisors, and business consultants. These professionals collaborate to ensure financial stability.

Prior to founding Family Fortune Financial, Erik worked at the Wells Fargo Private Bank in Charleston. Previously, he spent thirteen years in numerous roles at Morgan Stanley. His passion for developing collaborative systems and environments spurred him to create Family Fortune Financial.

Erik is the CEO and Founder of Line Lion LLC and also the Founder of Red Carpet Charleston. Red Carpet Charleston is an exclusive event series that aims to assist newcomers in Charleston with integrating into the local community, both personally and professionally. The series focuses on high-level executives and decision-makers, providing them with a va

As an active member of the community,... Erik Flegal is Founder & CEO of Family Fortune Financial LLC. With a team of experienced professionals, Family Fortune Financial helps its clients build, maintain and transition a legacy for future generations. The firm also maintains a carefully curated list of collaborative accountants, lawyers, financial advisors, and business consultants. These professionals collaborate to ensure financial stability.

Prior to founding Family Fortune Financial, Erik worked at the Wells Fargo Private Bank in Charleston. Previously, he spent thirteen years in numerous roles at Morgan Stanley. His passion for developing collaborative systems and environments spurred him to create Family Fortune Financial.

Erik is the CEO and Founder of Line Lion LLC and also the Founder of Red Carpet Charleston. Red Carpet Charleston is an exclusive event series that aims to assist newcomers in Charleston with integrating into the local community, both personally and professionally. The series focuses on high-level executives and decision-makers, providing them with a va

As an active member of the community, Erik is on the Leadership Council of the National Small Business Association, the nation’s oldest small-business advocacy organization. He’s also a former board member of the Storm Eye Institute, an affiliate of the Medical University of South Carolina, an established leader in complex and serious eye conditions, and a former board member of Circle of Friends, an organization that supports school programs that build connections between special needs students and their peers.

Erik earned an MBA from the USC Marshall School of Business and a BA in English from UCLA, where he also was a member of the volleyball team, and later a member of the Youth Olympic Volleyball team that won a Gold Medal during international competition in Canada.

He also served his alma mater as an Instructor for UCLA Extension, where he taught courses in the Financial Certificate program. READ MORE VIEW LESS

Erik’s Newsfeed

How To Transform Your Financial Business Model With Tax Services

Erik’s Background

Fortune Tax Alliance LLC

Founder & CEO

Feb 2024 - Present

Fortune Tax Alliance is focused on helping its clients avoid overpaying taxes, hidden fees, and commissions. The firm helps clients navigate the complex tax submission process and how they work with accountants, lawyers, financial advisors, and business consultants to provide them with the financial stability they seek.

Line Lion LLC

Founder & CEO

Oct 2023 - Present

Manufacturer of a golf putting aid that helps you putt on line every time. Be the King of the Green!

Family Fortune Financial LLC

Founder & CEO

Jan 2019 - Present

Charleston, SC, USA

Family Fortune Financial is a boutique financial services firm focused on helping first-generation wealth coordinate the best financial team – investments, legal, tax, insurance – suited to their complex and growing needs.

Red Carpet Charleston

Founder

Jan 2018 - Present

Mount Pleasant, SC, USA

Red Carpet Charleston is an invitation-only event series for new residents to quickly integrate into the fabric of Charleston – both professionally and personally. Focusing on high-level executives and decision makers new to the area, the series is designed to provide meaningful introductions, connections and recommendations among these C-level recruits and their counterparts.

Wells Fargo Advisors

Financial Advisor

Dec 2016 - Jan 2019

Charleston, SC, USA

Wells Fargo Advisors is a premier financial services firm, serving investors nationwide. Driven by a strong and abiding commitment to service, Wells Fargo Advisors helps its clients succeed financially with investment planning and advice designed to help them achieve their life needs and financial goals.

Morgan Stanley

Financial Advisor

Apr 2014 - Nov 2016

Beverly Hills, CA, USA

Morgan Stanley is a leading American investment bank and financial services company that was founded in New York in 1931. The firm is present in over 40 countries across the world and works with a wide range of clients including corporations, governments, institutions and individuals.

Morgan Stanley Wealth Management

Relationship Manager

Aug 2012 - Apr 2014

Westlake Village, CA, USA

Morgan Stanley Wealth Management harnesses the Firm’s resources and unique capabilities to help clients build, preserve and manage their wealth at any stage of life. In addition to serving as Relationship Manager, Erik served as First Vice President & Branch Manager (Aug 2011 - Oct 2012) and Branch Manager (Jul 2009 - Aug 2011).

Games for Life, LLC

Founder & CEO

Dec 2010 - Jun 2012

Glendale, CA, USA

Games for Life, LLC was a gaming company with internet and app integration focused on raising money for charities through gaming. It raised money by having charities download the game then gave them a portion of all sales to the highest scoring entities weekly.

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Previous Board Positions

Storm Eye Institute

Board of Directors

Mount Pleasant, SC, USA

The Albert Florens Storm Eye Institute (SEI) at the Medical University of South Carolina (MUSC) has been the premier site for the care of complex and serious eye conditions in South Carolina since its dedication in 1976.

Circle of Friends

Advisory Board

Charleston, SC, USA

Circle of Friends (CoF) is a school inclusion program that builds genuine friendships between students with special needs and their general education peers. CoF increases the understanding, acceptance and appreciation of individual differences while decreasing bullying.

Media

How To Transform Your Financial Business Model With Tax Services

Interview

Jul 2024

Bill Hortz speaks to Erik about his perspective on proactive tax planning and explores how he presents his tax mitigation services.

Family Fortune Financial LLC

Host | Podcast

Charleston, SC, USA

As host of Family Fortune Financial's podcast, Erik Flegal welcomes guests to discuss a wide range of financial and tax advisory topics, including investment strategies, trusts and estate planning, tax policies, and more.

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Publications

Do You Want to Pay Less Tax?

Article

Feb 2024

Erik's article in Worth Magazine explores how to do your tax planning so that you give most of your money to family and charity, before it goes to the IRS.

UCLA: Off the Record

Author

2005

College Prowler delivers an inside look at college, straight from the students' mouths. Complete with hundreds of quotes, grades, stats, and reviews, each student-written guide offers a comprehensive collection of information on one particular school.

Memberships

Exit Planning Institute

Member | Certified Exit Planning Advisor

Aug 2024 - Present

Cleveland, OH, USA

The Exit Planning Institute is an educational organization that offers training and certification to professionals in exit planning strategies for business owners. EPI provides the Certified Exit Planning Advisor (CEPA) certification, equipping advisors with the necessary skills and knowledge to assist business owners in exiting their businesses.

National Small Business Association

Leadership Council

2023 - Present

Washington, DC, USA

NSBA is a staunchly nonpartisan organization, with decades of small-business advocacy expertise - from our long-serving leadership, to our knowledgeable and well-connected government affairs team - we are proud to be the nation’s first small-business advocacy organization.

Academic Appointments

UCLA Extension

Instructor

Apr 2015 - Mar 2017

Los Angeles, CA, USA

UCLA Extension gives individuals a wide range of options to advance in their careers and achieve personal growth. Erik was an Instructor for the courses titled: MGMT X 430.326: The Science and Art of Investing and MGMT X 433.01: Fundamentals of Investing.

Community Engagement

Boy Scouts of America

Eagle Scout

Irving, TX, USA

Eagle Scout is the highest achievement or rank attainable in the Scouts BSA program of the Boy Scouts of America. Since it was first awarded in 1912, more than 2 million young men have achieved the Boy Scouts of America’s highest rank.