Eric Loftus, CFP®

Financial Advisor and Senior Portfolio Manager

Eric is a financial advisor and senior portfolio manager on our 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 is a Certified Financial Planner (CFP®).

Outside of work, Eric is the chairperson for Alumni Business Connections at Cincinnati Hills Christian Academy. He’s an avid Ohio State Buckeye fan and enjoys playing soccer.

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