Meet Eric

With 30 years of experience serving clients, Eric began his career in 1995 straight out of college in Cincinnati, working for a wealth management firm. He moved his business to Philadelphia in 2005 and began to focus on helping educators save money through their 403(b) retirement plans. Eric also has extensive knowledge of the Pennsylvania state teacher's retirement pension, known as PSERS. He has helped nearly 300 teachers and administrators retire over the last 20 years. Eric also helps business owners, executives and people transitioning from the work force to retirement. This approach has lead to multi-generational family planning, as many of his clients have been with him since the beginning of his career.

Eric Callahan

Financial Professional

610-731-5097

267-932-8250

eric.callahan@equitable.com

My Approach

I believe in a simple, down-to-earth approach when working with my clients. I've been told I have a knack for making complex financial matters, easy to understand. I believe a good relationship starts with being trustworthy, something I am proud to have learned from my parents. My office, located in a building dating back to the 1840s, is a welcoming atmosphere with an open-door policy. My clients often stop by unannounced to receive updates about their accounts or discuss any changes that might affect their financial goals.

Licenses and Accreditations

University of Cincinnati, Bachelor of Business Administration in Finance and Real Estate, College of Business
Financial Industry Regulatory Authority (FINRA) Series 7, 63 and 65 Registrations
Life, Variable, and Health Insurance Licensed
Retirement Benefits Specialist, Tax Sheltered Plans