Eric N. Kaleal

Eric began his investment career at a privately held financial planning and wealth management practice before transitioning to a nationally recognized brokerage firm in 2010.  In 2016 he partnered in the creation of Lighthouse Advisers and spearheaded the launch of its establishment as a Registered Investment Adviser. 

 

As a Partner and Financial Adviser at Lighthouse, Eric is dedicated to building and maintaining long-term client relationships through a hands-on, service-oriented approach.  Eric aims to help clients plan for their financial future in a way that best suits their individual objectives and strives to advance Lighthouse Advisers’ expertise in the areas of retirement planning, risk management, tax planning, college funding, and estate planning. 

 

When not at the office, Eric enjoys reading and vacationing with his family. He also serves as President of Mission4Maureen, a nonprofit organization dedicated to providing financial assistance to brain tumor patients and their families.  As a former PGA golf professional, he still enjoys a few casual rounds of golf. Eric lives with his wife and two daughters in Mentor, Ohio.

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Contact Eric:

440-266-1979

Eric.kaleal@lighthouseadvisers.com

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