Eric Loftus, Cfp®, Eca Email & Phone Number

As a Cincinnati-based financial advisor, I learned the business from the ground up by developing financial plans for affluent professionals such as medical and dental professionals, corporate executives, and business owners while also managing Wealth Dimensions’ portfolio management operations.Today, my primary focus is advising rising professionals committed to wealth accumulation, as well as those approaching retirement.The young professionals I advise have a keen understanding of the importance of saving aggressively to build wealth. However, they need guidance on finding the balance between saving and spending, as well as investing their savings wisely. As a young professional financial advisor, I have the benefit of walking in their shoes and can offer planning and investment expertise that aligns with their aspirations.My work with young professionals has given me the opportunity to also serve those approaching retirement. Typically, these individuals have saved through hard work and diligence in their professions and are considering retirement. They’re looking for a trusted advisor who can provide clarity and peace of mind that their financial future is bright and that they can enjoy the fruits of their labor without compromising their financial security. They’re also looking for a financial advisor who will work with them throughout their entire retirement.In my free time, I enjoy spending time with my young daughters, playing soccer and golf, and coaching several soccer teams. I’m also a proud Ohio State alumnus and avid Buckeye fan.Disclosure:The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.

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  The Ohio State University - The Max M. Fisher College Of Business

  Marketing, Operations/ Supply Chain Management