Broker Check
Eric Callahan

Eric Callahan

Financial Professional

My Approach

I believe a productive advisory relationship starts with a blank legal pad and a conversation – a true dialogue.  I want to understand your financial goals and personal objectives, your comfort level at taking risks and, importantly, what you expect of me.

I have been helping my clients with retirement and estate planning strategies since 1995.  I have seen many changes in the financial markets over the past 28 years.  However, my clients' basic needs have remained the same.  Whether you're planning for a child's education, your own retirement, or how to use life insurance to protect your family, I have remained committed to helping you achieve your 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