Eric Loftus

Eric Loftus, CFP®

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Eric Loftus, CFP® is a Financial Advisor and Senior Portfolio Manager on our Portfolio Management Team.  As a Financial Advisor, Eric focuses on developing strong client relationships by delivering comprehensive financial planning services tailored to clients’ circumstances to help them achieve their goals.   As a Senior Portfolio Manager, he oversees all aspects of portfolio management, tax reporting and trading.   Eric joined the team at Wealth Dimensions in 2009 after graduating from The Ohio State University’s Fisher College of Business.  He received his bachelor’s degree in Business Administration with an emphasis in Marketing and Operations Management.  Eric earned his Certified Financial Planner (CFP®) designation in 2014.

Eric and his wife, Anna, reside in West Chester, Ohio with their daughters, Payten and Corine.

Awards & Recognition