Erik Flegal
Profile Verified by The Marque
Last Updated: 22 Sep 2026
Founder & CEO
Charleston, US
Profile Verified by The Marque
Last Updated: 22 Sep 2026
THE MARQUE
In Their Own Right
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 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.
The Record
Background
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2018 — Present
Founder
Red Carpet Charleston
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.
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2019 — Present
Founder & CEO
Family Fortune Financial LLC
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.
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2024 — Present
Founder & CEO
Fortune Tax Alliance LLC
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.
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2023 — Present
Founder & CEO
Line Lion LLC
Manufacturer of a golf putting aid that helps you putt on line every time. Be the King of the Green!
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2014 — 2016
Financial Advisor
Morgan Stanley
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.
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2012 — 2014
Relationship Manager
Morgan Stanley Wealth Management
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).
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2016 — 2019
Financial Advisor
Wells Fargo Advisors
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.
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2010 — 2012
Founder & CEO
Games for Life, LLC
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.
Formative Years
Education
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University of California, Los Angeles
BA | English
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USC Marshall School of Business
MBA
Areas Of Focus