The Team Behind Your Financial Plan

Eric Bond is the Founder and President of Octave Wealth Management, where he has helped individuals and families pursue financial confidence since 1997. In 2025, he reimagined the firm as Octave Wealth Management to reflect a more thoughtful, integrated approach to financial planning centered on Elevating the Experience. Eric is passionate about helping clients bring clarity and coordination to every part of their financial lives through personalized strategies and trusted relationships. Beyond his work with clients, Eric is deeply committed to giving back to the community. He supports families in Armenia through the Armenian Missionary Association of America and regularly hosts bi-annual Shred and E-Waste events benefiting Pups and Pals Rescue. He also proudly supports organizations such as Wounded Warrior Project, Ronald McDonald House Charities, and Precious Lamb.

Nigel joined Octave Wealth Management in 2026, bringing more than a decade of experience in the wealth management industry. Nigel leverages his background in information technology to implement new processes and improve our client experience. With his expertise in investment analysis, financial planning and estate review, Nigel helps our clients achieve their goals and live fruitful lives.

Lauren joined Octave Wealth Management in 2018 as a Client Experience Coordinator and has since advanced to the role of Executive Assistant. In her current position, Lauren utilizes her exceptional organizational skills and dedication to efficiency to enhance office operations and support the financial planning team. She is responsible for managing schedules, coordinating meetings, and optimizing workflow to maintain a smooth and productive work environment.

Shirley, a Long Beach native, has been an integral member of the Octave Wealth Management team since 2014. Her long-standing relationship with Eric, dating back to 1997, highlights her deep-rooted connection and commitment to the team. Shirley is known for her exceptional skills in managing administrative functions, streamlining processes, overseeing budgets, and ensuring the efficient operation of the office. Shirley’s ties to Long Beach run deep, having grown up there and continuing to reside in the area. Her personal connection to Long Beach is further strengthened by her shared experiences with Eric, as they both attended the same high school but at different times.

Terri joined the Octave Wealth Management Team in 2023, bringing with her over 40 years of experience in customer service. Her dedication to delivering exceptional client experiences and commitment to exceeding client expectations make her a valuable asset to the team. Terri’s extensive experience and passion for service ensure that each client receives personalized and attentive care. In addition to her role at Octave Wealth Management, Terri is a California Notary Public, which enhances her professional capabilities.