Principal, Senior Wealth Advisor
LeEric has spent over two decades helping high-net-worth individuals and families navigate complex financial planning matters including investment management, tax planning, retirement income distribution strategies, cash flow management, estate planning, and charitable giving. LeEric is passionate about helping clients align their wealth with their values. He does this by understanding which environmental, social and governance issues are most important to them, helping clients identify which investments in their portfolio conflict with their values, constructing a customized portfolio with their values in mind, and providing quantifiable ways to measure the impact their dollars are making. Prior to joining Beacon Pointe, LeEric spent 13 years as a Wealth Management Advisor at TIAA, working with those that serve in the medical, educational, and research fields. This experience has given him a first-hand understanding of the motivations and unique challenges of these selfless individuals. He earned his Bachelor of Science degree in Finance from Bentley University in Waltham, Massachusetts, and LeEric is also a Level III CFA candidate. LeEric also proudly serves on the board of directors for Rodman for Kids as the chair of the audit and finance committee. In his spare time, LeEric enjoys spending time with his wife and two daughters, as well as playing basketball and golf.