Eric Loftus, CFP®

Eric Loftus, CFP®

As a financial advisor, Eric focuses on developing strong client relationships by delivering comprehensive financial planning and investment advisory services tailored to clients’ circumstances to help them achieve their goals. In addition to his role as advisor, Eric also oversees the firm’s marketing efforts and sits on the portfolio management team.

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 PLANNERTM professional.

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 golf and soccer.

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

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