Eric N. Kaleal

Eric Kaleal 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 2015 he partnered in the creation of M. W. Beverage Financial Services and later spearheaded the establishment of Lighthouse Advisers as a Registered Investment Adviser. 

 

In his role as the Vice President, 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 further advance Lighthouse Advisers’ expertise in the areas of retirement planning, risk management, tax planning, college funding, and estate planning.  He also serves as President of Mission4Maureen, a nonprofit organization dedicated to providing financial assistance to brain tumor patients.  

 

When not at the office, Eric enjoys reading and vacationing with his family. As a former PGA golf professional, he still enjoys a few casual rounds of golf.  He 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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